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

CX Institutional’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 Q3	–	Sell	-10,585	Closed	-$442K	–	1693
2026 Q2	$442K	Buy	10,585 +8,942	+544%	+$357K	0.01%	503
2026 Q1	$60K	Buy	1,643 +5	+0.3%	+$192	﹤0.01%	942
2025 Q4	$62K	Buy	1,638 +3	+0.2%	+$114	﹤0.01%	936
2025 Q3	$62K	Buy	+1,635	New	+$60K	﹤0.01%	903

Other funds holding DUHP

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

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 9.69% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Fulton Bank Lancaster, Pennsylvania $3.29B AUM 13.65% 1-Year Est. Return

True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return

LVZ Inc Holland, Michigan $975M AUM 10.91% 1-Year Est. Return

CX Institutional's DUHP Position: Q3 2026 in Review

CX Institutional sold out of U.S. High Relative Profitability Portfolio ETF Class Shares (DUHP) in Q3 2026, closing a stake of 10,585 shares — an estimated $442K sold.

CX Institutional first reported a position in DUHP in Q3 2025 and held it in 4 quarters. The position peaked at $442K in Q2 2026. 76 funds tracked by Wall St. Rank hold DUHP as of Q3 2026.

CX Institutional reported no remaining U.S. High Relative Profitability Portfolio ETF Class Shares position as of Q3 2026 after selling out during the quarter.
CX Institutional sold 10,585 U.S. High Relative Profitability Portfolio ETF Class Shares shares in Q3 2026, an estimated $442K.
CX Institutional first reported a position in U.S. High Relative Profitability Portfolio ETF Class Shares in Q3 2025 and held it in 4 quarters.
CX Institutional's U.S. High Relative Profitability Portfolio ETF Class Shares position peaked at $442K in Q2 2026.
76 funds tracked by Wall St. Rank held U.S. High Relative Profitability Portfolio ETF Class Shares as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.