Coston McIsaac & Partners’s U.S. High Relative Profitability Portfolio ETF Class Shares DUHP Stock Holding History

Coston McIsaac & Partners’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	$2.93M	Buy	70,140 +2,714	+4%	+$108K	0.59%	45
2026 Q1	$2.48M	Buy	67,426 +3,482	+5%	+$134K	0.56%	48
2025 Q4	$2.43M	Buy	63,944 +12,189	+24%	+$462K	0.56%	48
2025 Q3	$1.95M	Buy	51,755 +1,313	+3%	+$48.1K	0.47%	50
2025 Q2	$1.79M	Buy	50,442 +4,660	+10%	+$156K	0.46%	48
2025 Q1	$1.52M	Buy	45,782 +10,185	+29%	+$350K	0.44%	48
2024 Q4	$1.2M	Buy	35,597 +35,000	+5,863%	+$1.21M	0.36%	55
2024 Q3	$20K	Buy	597 +375	+169%	+$12.3K	0.01%	398
2024 Q2	$7K	Hold	222	–	–	﹤0.01%	517
2024 Q1	$7K	Buy	+222	New	+$6.66K	﹤0.01%	528

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 $7.88B AUM 10.78% 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 $3.68B AUM 13.84% 1-Year Est. Return

Coston McIsaac & Partners's DUHP Position: Q2 2026 in Review

Coston McIsaac & Partners increased its U.S. High Relative Profitability Portfolio ETF Class Shares (DUHP) stake by 4% in Q2 2026, buying an estimated $108K and bringing the position to 70,140 shares worth $2.93M. The position accounts for 0.59% of the portfolio, ranked #45.

Coston McIsaac & Partners first reported a position in DUHP in Q1 2024 and has held it in 10 quarters since. 561 funds tracked by Wall St. Rank hold DUHP as of Q2 2026.

Coston McIsaac & Partners held 70,140 shares of U.S. High Relative Profitability Portfolio ETF Class Shares worth $2.93M as of Q2 2026.
Coston McIsaac & Partners bought 2,714 U.S. High Relative Profitability Portfolio ETF Class Shares shares in Q2 2026, an estimated $108K.
U.S. High Relative Profitability Portfolio ETF Class Shares made up 0.59% of Coston McIsaac & Partners's portfolio in Q2 2026, its #45 holding.
Coston McIsaac & Partners first reported a position in U.S. High Relative Profitability Portfolio ETF Class Shares in Q1 2024 and has held it in 10 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 Coston McIsaac & Partners's 13F filing for Q2 2026, filed 12 Aug 2026.