FFA
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Farther Finance Advisors’s U.S. High Relative Profitability Portfolio ETF Class Shares DUHP Stock Holding History

Farther Finance Advisors’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
-910,279
Closed -$38M – 6202
2026
Q2 		$38M Buy
910,279
+128,860
+16% +$5.14M 0.3% 64
2026
Q1 		$28.9M Buy
781,419
+13,638
+2% +$523K 0.27% 71
2025
Q4 		$29.2M Buy
767,781
+684,222
+819% +$25.9M 0.31% 61
2025
Q3 		$3.16M Buy
83,559
+13,357
+19% +$490K 0.05% 321
2025
Q2 		$2.5M Buy
70,202
+1,160
+2% +$38.7K 0.05% 310
2025
Q1 		$2.29M Sell
69,042
-1,121
-2% -$38.5K 0.06% 274
2024
Q4 		$2.37M Sell
70,163
-18,920
-21% -$655K 0.09% 194
2024
Q3 		$3.04M Buy
89,083
+58,908
+195% +$1.93M 0.11% 150
2024
Q2 		$964K Buy
30,175
+866
+3% +$26.9K 0.05% 311
2024
Q1 		$922K Buy
29,309
+5,556
+23% +$167K 0.06% 270
2023
Q4 		$680K Sell
23,753
-891
-4% -$23.8K 0.05% 294
2023
Q3 		$633K Buy
24,644
+3,949
+19% +$106K 0.1% 168
2023
Q2 		$549K Buy
20,695
+2,056
+11% +$51.9K 0.12% 150
2023
Q1 		$469K Buy
18,639
+12,009
+181% +$297K 0.14% 139
2022
Q4 		$159K Buy
+6,630
New +$157K 0.06% 253

Other funds holding DUHP

AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
MSWMA
Market Street Wealth Management Advisors Indianapolis, Indiana $703M AUM 10.22% 1-Year Est. Return
IDA
Intelligence Driven Advisers Carlsbad, California $579M AUM 17.84% 1-Year Est. Return
CWA
CogentBlue Wealth Advisors Knoxville, Tennessee $108M AUM 22.99% 1-Year Est. Return
CA
Clune & Associates Chicago, Illinois $654M AUM 13.19% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

Farther Finance Advisors's DUHP Position: Q3 2026 in Review

Farther Finance Advisors sold out of U.S. High Relative Profitability Portfolio ETF Class Shares (DUHP) in Q3 2026, closing a stake of 910,279 shares — an estimated $38M sold.

Farther Finance Advisors first reported a position in DUHP in Q4 2022 and held it in 15 quarters. The position peaked at $38M in Q2 2026. 7 funds tracked by Wall St. Rank hold DUHP as of Q3 2026.

  • Farther Finance Advisors reported no remaining U.S. High Relative Profitability Portfolio ETF Class Shares position as of Q3 2026 after selling out during the quarter.
  • Farther Finance Advisors sold 910,279 U.S. High Relative Profitability Portfolio ETF Class Shares shares in Q3 2026, an estimated $38M.
  • Farther Finance Advisors first reported a position in U.S. High Relative Profitability Portfolio ETF Class Shares in Q4 2022 and held it in 15 quarters.
  • Farther Finance Advisors's U.S. High Relative Profitability Portfolio ETF Class Shares position peaked at $38M in Q2 2026.
  • 7 funds tracked by Wall St. Rank held U.S. High Relative Profitability Portfolio ETF Class Shares as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.