Connecticut Capital Management Group’s U.S. High Relative Profitability Portfolio ETF Class Shares DUHP Stock Holding History

Connecticut Capital Management Group’s Portfolio DUHP Stock Details DUHP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$4.31M	Buy	103,342 +8,289	+9%	+$331K	3.47%	6
2026 Q1	$3.49M	Sell	95,053 -3,488	-4%	-$134K	3.3%	7
2025 Q4	$3.75M	Buy	+98,541	New	+$3.73M	3.59%	6

Other funds holding DUHP

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

FFM

Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return

PFA

Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

TWA

TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

Connecticut Capital Management Group's DUHP Position: Q2 2026 in Review

Connecticut Capital Management Group increased its U.S. High Relative Profitability Portfolio ETF Class Shares (DUHP) stake by 8.7% in Q2 2026, buying an estimated $331K and bringing the position to 103,342 shares worth $4.31M. The position accounts for 3.47% of the portfolio, ranked #6.

Connecticut Capital Management Group first reported a position in DUHP in Q4 2025 and has held it in 3 quarters since. 561 funds tracked by Wall St. Rank hold DUHP as of Q2 2026.

Connecticut Capital Management Group held 103,342 shares of U.S. High Relative Profitability Portfolio ETF Class Shares worth $4.31M as of Q2 2026.
Connecticut Capital Management Group bought 8,289 U.S. High Relative Profitability Portfolio ETF Class Shares shares in Q2 2026, an estimated $331K.
U.S. High Relative Profitability Portfolio ETF Class Shares made up 3.47% of Connecticut Capital Management Group's portfolio in Q2 2026, its #6 holding.
Connecticut Capital Management Group first reported a position in U.S. High Relative Profitability Portfolio ETF Class Shares in Q4 2025 and has held it in 3 quarters since.
561 funds tracked by Wall St. Rank held U.S. High Relative Profitability Portfolio ETF Class Shares as of Q2 2026.

Based on Connecticut Capital Management Group's 13F filing for Q2 2026, filed 20 Jul 2026.