Creative Planning’s U.S. High Relative Profitability Portfolio ETF Class Shares DUHP Stock Holding History

Creative Planning’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	$4.93M	Sell	118,260 -5,456	-4%	-$218K	﹤0.01%	1419
2026 Q1	$4.55M	Buy	123,716 +46,567	+60%	+$1.79M	﹤0.01%	1282
2025 Q4	$2.93M	Sell	77,149 -2,711	-3%	-$103K	﹤0.01%	1396
2025 Q3	$3.02M	Buy	79,860 +7,783	+11%	+$285K	﹤0.01%	1221
2025 Q2	$2.56M	Sell	72,077 -17,284	-19%	-$577K	﹤0.01%	1138
2025 Q1	$2.96M	Buy	89,361 +3,963	+5%	+$136K	﹤0.01%	940
2024 Q4	$2.89M	Buy	85,398 +29,453	+53%	+$1.02M	﹤0.01%	924
2024 Q3	$1.91M	Sell	55,945 -7,900	-12%	-$259K	﹤0.01%	1084
2024 Q2	$2.04M	Buy	63,845 +14,568	+30%	+$453K	﹤0.01%	976
2024 Q1	$1.56M	Sell	49,277 -478	-1%	-$14.3K	﹤0.01%	1081
2023 Q4	$1.42M	Sell	49,755 -1,635	-3%	-$43.7K	﹤0.01%	1060
2023 Q3	$1.32M	Buy	51,390 +685	+1%	+$18.3K	﹤0.01%	1035
2023 Q2	$1.35M	Sell	50,705 -6,014	-11%	-$152K	﹤0.01%	986
2023 Q1	$1.43M	Buy	56,719 +7,934	+16%	+$196K	﹤0.01%	913
2022 Q4	$1.17M	Buy	48,785 +35,520	+268%	+$842K	﹤0.01%	962
2022 Q3	$283K	Buy	+13,265	New	+$314K	﹤0.01%	1684

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

Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return

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

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

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

Creative Planning's DUHP Position: Q2 2026 in Review

Creative Planning reduced its U.S. High Relative Profitability Portfolio ETF Class Shares (DUHP) stake by 4.4% in Q2 2026, selling an estimated $218K and leaving 118,260 shares worth $4.93M. The position accounts for ﹤0.01% of the portfolio, ranked #1419.

Creative Planning first reported a position in DUHP in Q3 2022 and has held it in 16 quarters since. 561 funds tracked by Wall St. Rank hold DUHP as of Q2 2026.

Creative Planning held 118,260 shares of U.S. High Relative Profitability Portfolio ETF Class Shares worth $4.93M as of Q2 2026.
Creative Planning sold 5,456 U.S. High Relative Profitability Portfolio ETF Class Shares shares in Q2 2026, an estimated $218K.
U.S. High Relative Profitability Portfolio ETF Class Shares made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #1419 holding.
Creative Planning first reported a position in U.S. High Relative Profitability Portfolio ETF Class Shares in Q3 2022 and has held it in 16 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 Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.