Financial Consulate’s U.S. High Relative Profitability Portfolio ETF Class Shares DUHP Stock Holding History

Financial Consulate’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 Q2	$88M	Buy	2,109,650 +70,981	+3%	+$2.83M	9.8%	2
2026 Q1	$74.9M	Buy	2,038,669 +50,528	+3%	+$1.94M	9.34%	2
2025 Q4	$75.6M	Buy	1,988,141 +11,886	+0.6%	+$450K	10.34%	2
2025 Q3	$74.6M	Buy	1,976,255 +102,020	+5%	+$3.74M	10.54%	2
2025 Q2	$66.6M	Buy	1,874,235 +979,618	+110%	+$32.7M	13.16%	2
2025 Q1	$29.6M	Sell	894,617 -116,377	-12%	-$4M	7.48%	5
2024 Q4	$34.2M	Sell	1,010,994 -7,081	-0.7%	-$245K	9.06%	5
2024 Q3	$34.7M	Buy	1,018,075 +12,757	+1%	+$418K	9.21%	5
2024 Q2	$32.2M	Buy	1,005,318 +2,972	+0.3%	+$92.4K	9.43%	4
2024 Q1	$31.7M	Buy	1,002,346 +11,899	+1%	+$357K	9.36%	4
2023 Q4	$28.3M	Sell	990,447 -11,888	-1%	-$318K	9.32%	4
2023 Q3	$25.7M	Buy	1,002,335 +16,501	+2%	+$441K	11.37%	3
2023 Q2	$26.2M	Buy	+985,834	New	+$24.9M	11.09%	3

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

Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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 $11.8B AUM 25.68% 1-Year Est. Return

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

TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

Financial Consulate's DUHP Position: Q2 2026 in Review

Financial Consulate increased its U.S. High Relative Profitability Portfolio ETF Class Shares (DUHP) stake by 3.5% in Q2 2026, buying an estimated $2.83M and bringing the position to 2,109,650 shares worth $88M. The position accounts for 9.8% of the portfolio, ranked #2.

Financial Consulate first reported a position in DUHP in Q2 2023 and has held it in 13 quarters since. 561 funds tracked by Wall St. Rank hold DUHP as of Q2 2026.

Financial Consulate held 2,109,650 shares of U.S. High Relative Profitability Portfolio ETF Class Shares worth $88M as of Q2 2026.
Financial Consulate bought 70,981 U.S. High Relative Profitability Portfolio ETF Class Shares shares in Q2 2026, an estimated $2.83M.
U.S. High Relative Profitability Portfolio ETF Class Shares made up 9.8% of Financial Consulate's portfolio in Q2 2026, its #2 holding.
Financial Consulate first reported a position in U.S. High Relative Profitability Portfolio ETF Class Shares in Q2 2023 and has held it in 13 quarters since.
561 funds tracked by Wall St. Rank held U.S. High Relative Profitability Portfolio ETF Class Shares as of Q2 2026.

Based on Financial Consulate's 13F filing for Q2 2026, filed 23 Jul 2026.