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

Diversify Advisory Services’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	$816K	Buy	19,101 +350	+2%	+$14.7K	0.01%	723
2026 Q2	$776K	Buy	+18,751	New	+$748K	0.01%	724
2026 Q1	–	Sell	-15,726	Closed	-$605K	–	393
2025 Q4	$605K	Buy	+15,726	New	+$596K	0.02%	543

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

Diversify Advisory Services's DUHP Position: Q3 2026 in Review

Diversify Advisory Services increased its U.S. High Relative Profitability Portfolio ETF Class Shares (DUHP) stake by 1.9% in Q3 2026, buying an estimated $14.7K and bringing the position to 19,101 shares worth $816K. The position accounts for 0.01% of the portfolio, ranked #723.

Diversify Advisory Services first reported a position in DUHP in Q4 2025 and has held it in 3 quarters since. 76 funds tracked by Wall St. Rank hold DUHP as of Q3 2026.

Diversify Advisory Services held 19,101 shares of U.S. High Relative Profitability Portfolio ETF Class Shares worth $816K as of Q3 2026.
Diversify Advisory Services bought 350 U.S. High Relative Profitability Portfolio ETF Class Shares shares in Q3 2026, an estimated $14.7K.
U.S. High Relative Profitability Portfolio ETF Class Shares made up 0.01% of Diversify Advisory Services's portfolio in Q3 2026, its #723 holding.
Diversify Advisory Services first reported a position in U.S. High Relative Profitability Portfolio ETF Class Shares in Q4 2025 and has held it in 3 quarters since.
76 funds tracked by Wall St. Rank held U.S. High Relative Profitability Portfolio ETF Class Shares as of Q3 2026.

Based on Diversify Advisory Services's 13F filing for Q3 2026, filed 20 Oct 2026.