FMB Wealth Management’s U.S. High Relative Profitability Portfolio ETF Class Shares DUHP Stock Holding History

FMB Wealth Management’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	$236K	Sell	5,655 -717	-11%	-$28.6K	0.09%	72
2026 Q1	$234K	Hold	6,372	–	–	0.1%	68
2025 Q4	$242K	Buy	6,372 +52	+0.8%	+$1.97K	0.1%	76
2025 Q3	$239K	Hold	6,320	–	–	0.1%	72
2025 Q2	$225K	Buy	+6,320	New	+$211K	0.11%	71

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 $28.2B AUM 13.34% 1-Year Est. Return

TCI Wealth Advisors Tucson, Arizona $2.49B AUM 17.07% 1-Year Est. Return

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

FMB Wealth Management's DUHP Position: Q2 2026 in Review

FMB Wealth Management reduced its U.S. High Relative Profitability Portfolio ETF Class Shares (DUHP) stake by 11% in Q2 2026, selling an estimated $28.6K and leaving 5,655 shares worth $236K. The position accounts for 0.09% of the portfolio, ranked #72.

FMB Wealth Management first reported a position in DUHP in Q2 2025 and has held it in 5 quarters since. The position peaked at $242K in Q4 2025. 562 funds tracked by Wall St. Rank hold DUHP as of Q2 2026.

FMB Wealth Management held 5,655 shares of U.S. High Relative Profitability Portfolio ETF Class Shares worth $236K as of Q2 2026.
FMB Wealth Management sold 717 U.S. High Relative Profitability Portfolio ETF Class Shares shares in Q2 2026, an estimated $28.6K.
U.S. High Relative Profitability Portfolio ETF Class Shares made up 0.09% of FMB Wealth Management's portfolio in Q2 2026, its #72 holding.
FMB Wealth Management first reported a position in U.S. High Relative Profitability Portfolio ETF Class Shares in Q2 2025 and has held it in 5 quarters since.
FMB Wealth Management's U.S. High Relative Profitability Portfolio ETF Class Shares position peaked at $242K in Q4 2025.
562 funds tracked by Wall St. Rank held U.S. High Relative Profitability Portfolio ETF Class Shares as of Q2 2026.

Based on FMB Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.