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

DWR 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 Q3	$14.5M	Buy	344,511 +25,365	+8%	+$1.06M	10.07%	3
2026 Q2	$13.2M	Buy	319,146 +9,376	+3%	+$374K	9.89%	3
2026 Q1	$11.1M	Buy	309,770 +34,831	+13%	+$1.34M	9.66%	3
2025 Q4	$10.5M	Buy	+274,939	New	+$10.4M	9.77%	2

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

DWR Wealth Management's DUHP Position: Q3 2026 in Review

DWR Wealth Management increased its U.S. High Relative Profitability Portfolio ETF Class Shares (DUHP) stake by 7.9% in Q3 2026, buying an estimated $1.06M and bringing the position to 344,511 shares worth $14.5M. The position accounts for 10.07% of the portfolio, ranked #3.

DWR Wealth Management first reported a position in DUHP in Q4 2025 and has held it in 4 quarters since. 339 funds tracked by Wall St. Rank hold DUHP as of Q3 2026.

DWR Wealth Management held 344,511 shares of U.S. High Relative Profitability Portfolio ETF Class Shares worth $14.5M as of Q3 2026.
DWR Wealth Management bought 25,365 U.S. High Relative Profitability Portfolio ETF Class Shares shares in Q3 2026, an estimated $1.06M.
U.S. High Relative Profitability Portfolio ETF Class Shares made up 10.07% of DWR Wealth Management's portfolio in Q3 2026, its #3 holding.
DWR Wealth Management first reported a position in U.S. High Relative Profitability Portfolio ETF Class Shares in Q4 2025 and has held it in 4 quarters since.
339 funds tracked by Wall St. Rank held U.S. High Relative Profitability Portfolio ETF Class Shares as of Q3 2026.

Based on DWR Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.