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

Financial Harvest’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 		$17.7M Buy
424,477
+38,357
+10% +$1.53M 7.32% 5
2026
Q1 		$14.2M Buy
386,120
+31,355
+9% +$1.2M 8.36% 4
2025
Q4 		$13.5M Buy
354,765
+27,803
+9% +$1.05M 8.33% 4
2025
Q3 		$12.3M Buy
326,962
+29,520
+10% +$1.08M 8.32% 4
2025
Q2 		$10.6M Buy
+297,442
New +$9.93M 7.91% 4
2025
Q1 		– Sell
-249,704
Closed -$8.44M – 76
2024
Q4 		$8.44M Buy
+249,704
New +$8.64M 7.12% 4

Other funds holding DUHP

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Focus Partners Wealth
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

Financial Harvest's DUHP Position: Q2 2026 in Review

Financial Harvest increased its U.S. High Relative Profitability Portfolio ETF Class Shares (DUHP) stake by 9.9% in Q2 2026, buying an estimated $1.53M and bringing the position to 424,477 shares worth $17.7M. The position accounts for 7.32% of the portfolio, ranked #5.

Financial Harvest first reported a position in DUHP in Q4 2024 and has held it in 6 quarters since. 561 funds tracked by Wall St. Rank hold DUHP as of Q2 2026.

  • Financial Harvest held 424,477 shares of U.S. High Relative Profitability Portfolio ETF Class Shares worth $17.7M as of Q2 2026.
  • Financial Harvest bought 38,357 U.S. High Relative Profitability Portfolio ETF Class Shares shares in Q2 2026, an estimated $1.53M.
  • U.S. High Relative Profitability Portfolio ETF Class Shares made up 7.32% of Financial Harvest's portfolio in Q2 2026, its #5 holding.
  • Financial Harvest first reported a position in U.S. High Relative Profitability Portfolio ETF Class Shares in Q4 2024 and has held it in 6 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 Harvest's 13F filing for Q2 2026, filed 10 Aug 2026.