Dynamic Advisor Solutions
DUHP icon

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

Dynamic Advisor 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 		– Sell
-235,557
Closed -$9.8M – 1054
2026
Q2 		$9.8M Sell
235,557
-6,248
-3% -$249K 0.28% 79
2026
Q1 		$8.89M Buy
241,805
+5,640
+2% +$216K 0.28% 79
2025
Q4 		$8.98M Sell
236,165
-146,389
-38% -$5.54M 0.29% 73
2025
Q3 		$14.4M Buy
382,554
+15,495
+4% +$568K 0.42% 57
2025
Q2 		$13.1M Buy
367,059
+10,897
+3% +$364K 0.4% 58
2025
Q1 		$11.8M Buy
356,162
+16,557
+5% +$569K 0.39% 64
2024
Q4 		$11.5M Buy
339,605
+26,066
+8% +$902K 0.5% 45
2024
Q3 		$10.7M Buy
313,539
+26,865
+9% +$880K 0.32% 71
2024
Q2 		$9.17M Buy
286,674
+77,160
+37% +$2.4M 0.29% 80
2024
Q1 		$6.62M Buy
209,514
+10,977
+6% +$329K 0.22% 112
2023
Q4 		$5.6M Buy
198,537
+25,765
+15% +$689K 0.21% 136
2023
Q3 		$4.44M Buy
172,772
+75,510
+78% +$2.02M 0.21% 134
2023
Q2 		$2.58M Buy
97,262
+25,965
+36% +$655K 0.13% 186
2023
Q1 		$1.79M Buy
71,297
+56,236
+373% +$1.39M 0.1% 231
2022
Q4 		$362K Buy
+15,061
New +$357K 0.02% 514

Other funds holding DUHP

Forum Financial Management
Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
DiNuzzo Private Wealth
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 9.69% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Fulton Bank
Fulton Bank Lancaster, Pennsylvania $3.29B AUM 13.65% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return
Forvis Mazars Wealth Advisors
Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return
Sax Wealth Advisors
Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return
Discipline Wealth Solutions
Discipline Wealth Solutions Greenville, South Carolina $1.15B AUM 12.89% 1-Year Est. Return
Market Street Wealth Management Advisors
Market Street Wealth Management Advisors Indianapolis, Indiana $703M AUM 10.22% 1-Year Est. Return

Dynamic Advisor Solutions's DUHP Position: Q3 2026 in Review

Dynamic Advisor Solutions sold out of U.S. High Relative Profitability Portfolio ETF Class Shares (DUHP) in Q3 2026, closing a stake of 235,557 shares — an estimated $9.8M sold.

Dynamic Advisor Solutions first reported a position in DUHP in Q4 2022 and held it in 15 quarters. The position peaked at $14.4M in Q3 2025. 53 funds tracked by Wall St. Rank hold DUHP as of Q3 2026.

  • Dynamic Advisor Solutions reported no remaining U.S. High Relative Profitability Portfolio ETF Class Shares position as of Q3 2026 after selling out during the quarter.
  • Dynamic Advisor Solutions sold 235,557 U.S. High Relative Profitability Portfolio ETF Class Shares shares in Q3 2026, an estimated $9.8M.
  • Dynamic Advisor Solutions first reported a position in U.S. High Relative Profitability Portfolio ETF Class Shares in Q4 2022 and held it in 15 quarters.
  • Dynamic Advisor Solutions's U.S. High Relative Profitability Portfolio ETF Class Shares position peaked at $14.4M in Q3 2025.
  • 53 funds tracked by Wall St. Rank held U.S. High Relative Profitability Portfolio ETF Class Shares as of Q3 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q3 2026, filed 13 Oct 2026.