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

Delap Wealth Advisory’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	-8,237	Closed	-$344K	–	83
2026 Q2	$344K	Buy	8,237 +43	+0.5%	+$1.72K	0.12%	75
2026 Q1	$301K	Buy	8,194 +634	+8%	+$24.3K	0.11%	77
2025 Q4	$288K	Sell	7,560 -31	-0.4%	-$1.17K	0.11%	83
2025 Q3	$289K	Hold	7,591	–	–	0.12%	72
2025 Q2	$270K	Sell	7,591 -815	-10%	-$27.2K	0.13%	69
2025 Q1	$279K	Buy	+8,406	New	+$289K	0.16%	63
2024 Q3	–	Sell	-8,470	Closed	-$271K	–	76
2024 Q2	$271K	Buy	+8,470	New	+$263K	0.12%	84

Other funds holding DUHP

Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return

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

Focus Partners Advisor Solutions Saint Louis, Missouri $12.4B AUM 18.32% 1-Year Est. Return

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

TCI Wealth Advisors Tucson, Arizona $2.49B AUM 17.07% 1-Year Est. Return

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

Petersen Hastings Wealth Advisors Kennewick, Washington $1.21B AUM 9.84% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

RW Investment Management Eagle, Idaho $1.13B AUM

Delap Wealth Advisory's DUHP Position: Q3 2026 in Review

Delap Wealth Advisory sold out of U.S. High Relative Profitability Portfolio ETF Class Shares (DUHP) in Q3 2026, closing a stake of 8,237 shares — an estimated $344K sold.

Delap Wealth Advisory first reported a position in DUHP in Q2 2024 and held it in 7 quarters. The position peaked at $344K in Q2 2026. 383 funds tracked by Wall St. Rank hold DUHP as of Q3 2026.

Delap Wealth Advisory reported no remaining U.S. High Relative Profitability Portfolio ETF Class Shares position as of Q3 2026 after selling out during the quarter.
Delap Wealth Advisory sold 8,237 U.S. High Relative Profitability Portfolio ETF Class Shares shares in Q3 2026, an estimated $344K.
Delap Wealth Advisory first reported a position in U.S. High Relative Profitability Portfolio ETF Class Shares in Q2 2024 and held it in 7 quarters.
Delap Wealth Advisory's U.S. High Relative Profitability Portfolio ETF Class Shares position peaked at $344K in Q2 2026.
383 funds tracked by Wall St. Rank held U.S. High Relative Profitability Portfolio ETF Class Shares as of Q3 2026.

Based on Delap Wealth Advisory's 13F filing for Q3 2026, filed 16 Oct 2026.