Daner Wealth Management’s U.S. High Relative Profitability Portfolio ETF Class Shares DUHP Stock Holding History

Daner Wealth Management’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	$3.1M	Buy	72,240 +10,027	+16%	+$400K	1.68%	14
2026 Q1	$2.48M	Buy	62,213 +18,897	+44%	+$725K	1.46%	15
2025 Q4	$1.7M	Sell	43,316 -2,094	-5%	-$79.3K	1.04%	16
2025 Q3	$1.71M	Sell	45,410 -1,708	-4%	-$62.6K	1.11%	16
2025 Q2	$1.73M	Buy	+47,118	New	+$1.57M	1.19%	16
2024 Q4	$1.78M	Buy	+50,542	New	+$1.75M	1.3%	16

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

Daner Wealth Management's DUHP Position: Q2 2026 in Review

Daner Wealth Management increased its U.S. High Relative Profitability Portfolio ETF Class Shares (DUHP) stake by 16% in Q2 2026, buying an estimated $400K and bringing the position to 72,240 shares worth $3.1M. The position accounts for 1.68% of the portfolio, ranked #14.

Daner Wealth Management first reported a position in DUHP in Q4 2024 and has held it in 6 quarters since. 561 funds tracked by Wall St. Rank hold DUHP as of Q2 2026.

Daner Wealth Management held 72,240 shares of U.S. High Relative Profitability Portfolio ETF Class Shares worth $3.1M as of Q2 2026.
Daner Wealth Management bought 10,027 U.S. High Relative Profitability Portfolio ETF Class Shares shares in Q2 2026, an estimated $400K.
U.S. High Relative Profitability Portfolio ETF Class Shares made up 1.68% of Daner Wealth Management's portfolio in Q2 2026, its #14 holding.
Daner Wealth Management first reported a position in U.S. High Relative Profitability Portfolio ETF Class Shares in Q4 2024 and has held it in 6 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 Daner Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.