Elwood & Goetz Wealth Advisory Group’s U.S. High Relative Profitability Portfolio ETF Class Shares DUHP Stock Holding History

Elwood & Goetz Wealth Advisory Group’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
2025 Q4	–	Sell	-5,673	Closed	-$214K	–	139
2025 Q3	$214K	Buy	+5,673	New	+$208K	0.04%	126

Other funds holding DUHP

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

FFM

Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return

PFA

Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

PHWA

Petersen Hastings Wealth Advisors Kennewick, Washington $1.19B AUM

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Elwood & Goetz Wealth Advisory Group's DUHP Position: Q4 2025 in Review

Elwood & Goetz Wealth Advisory Group sold out of U.S. High Relative Profitability Portfolio ETF Class Shares (DUHP) in Q4 2025, closing a stake of 5,673 shares — an estimated $214K sold.

Elwood & Goetz Wealth Advisory Group first reported a position in DUHP in Q3 2025 and held it in 1 quarter. The position peaked at $214K in Q3 2025. 512 funds tracked by Wall St. Rank hold DUHP as of Q4 2025.

Elwood & Goetz Wealth Advisory Group reported no remaining U.S. High Relative Profitability Portfolio ETF Class Shares position as of Q4 2025 after selling out during the quarter.
Elwood & Goetz Wealth Advisory Group sold 5,673 U.S. High Relative Profitability Portfolio ETF Class Shares shares in Q4 2025, an estimated $214K.
Elwood & Goetz Wealth Advisory Group first reported a position in U.S. High Relative Profitability Portfolio ETF Class Shares in Q3 2025 and held it in 1 quarter.
Elwood & Goetz Wealth Advisory Group's U.S. High Relative Profitability Portfolio ETF Class Shares position peaked at $214K in Q3 2025.
512 funds tracked by Wall St. Rank held U.S. High Relative Profitability Portfolio ETF Class Shares as of Q4 2025.

Based on Elwood & Goetz Wealth Advisory Group's 13F filing for Q4 2025, filed 21 Jan 2026.