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

Discipline Wealth Solutions’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	$28.2M	Sell	671,854 -22,411	-3%	-$940K	2.45%	12
2026 Q2	$29M	Sell	694,265 -23,657	-3%	-$944K	2.53%	12
2026 Q1	$26.4M	Buy	717,922 +424,158	+144%	+$16.3M	2.78%	12
2025 Q4	$11.2M	Buy	293,764 +240,843	+455%	+$9.12M	2.07%	11
2025 Q3	$2M	Buy	52,921 +41,501	+363%	+$1.52M	0.53%	40
2025 Q2	$406K	Buy	+11,420	New	+$381K	0.16%	66
2024 Q3	–	Sell	-7,283	Closed	-$233K	–	69
2024 Q2	$233K	Buy	+7,283	New	+$226K	0.18%	24

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

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

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

Financial Consulate Hunt Valley, Maryland $899M AUM 14.82% 1-Year Est. Return

Retirement Solution Redmond, Washington $454M AUM 17.66% 1-Year Est. Return

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

Symmetry Partners Glastonbury, Connecticut $1.96B AUM 12.39% 1-Year Est. Return

Discipline Wealth Solutions's DUHP Position: Q3 2026 in Review

Discipline Wealth Solutions reduced its U.S. High Relative Profitability Portfolio ETF Class Shares (DUHP) stake by 3.2% in Q3 2026, selling an estimated $940K and leaving 671,854 shares worth $28.2M. The position accounts for 2.45% of the portfolio, ranked #12.

Discipline Wealth Solutions first reported a position in DUHP in Q2 2024 and has held it in 7 quarters since. The position peaked at $29M in Q2 2026. 131 funds tracked by Wall St. Rank hold DUHP as of Q3 2026.

Discipline Wealth Solutions held 671,854 shares of U.S. High Relative Profitability Portfolio ETF Class Shares worth $28.2M as of Q3 2026.
Discipline Wealth Solutions sold 22,411 U.S. High Relative Profitability Portfolio ETF Class Shares shares in Q3 2026, an estimated $940K.
U.S. High Relative Profitability Portfolio ETF Class Shares made up 2.45% of Discipline Wealth Solutions's portfolio in Q3 2026, its #12 holding.
Discipline Wealth Solutions first reported a position in U.S. High Relative Profitability Portfolio ETF Class Shares in Q2 2024 and has held it in 7 quarters since.
Discipline Wealth Solutions's U.S. High Relative Profitability Portfolio ETF Class Shares position peaked at $29M in Q2 2026.
131 funds tracked by Wall St. Rank held U.S. High Relative Profitability Portfolio ETF Class Shares as of Q3 2026.

Based on Discipline Wealth Solutions's 13F filing for Q3 2026, filed 14 Oct 2026.