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

Focus Financial Network’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	-5,134	Closed	-$214K	–	777
2026 Q2	$214K	Sell	5,134 -68,638	-93%	-$2.74M	0.01%	730
2026 Q1	$2.71M	Buy	73,772 +5,218	+8%	+$200K	0.1%	167
2025 Q4	$2.61M	Buy	68,554 +5,635	+9%	+$213K	0.09%	173
2025 Q3	$2.38M	Buy	+62,919	New	+$2.31M	0.08%	177

Other funds holding DUHP

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

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

Financial Consulate Hunt Valley, Maryland $899M AUM 14.82% 1-Year Est. Return

Retirement Solution Redmond, Washington $526M AUM 15.98% 1-Year Est. Return

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 9.69% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Fulton Bank Lancaster, Pennsylvania $3.29B AUM 13.65% 1-Year Est. Return

True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

Focus Financial Network's DUHP Position: Q3 2026 in Review

Focus Financial Network sold out of U.S. High Relative Profitability Portfolio ETF Class Shares (DUHP) in Q3 2026, closing a stake of 5,134 shares — an estimated $214K sold.

Focus Financial Network first reported a position in DUHP in Q3 2025 and held it in 4 quarters. The position peaked at $2.71M in Q1 2026. 100 funds tracked by Wall St. Rank hold DUHP as of Q3 2026.

Focus Financial Network reported no remaining U.S. High Relative Profitability Portfolio ETF Class Shares position as of Q3 2026 after selling out during the quarter.
Focus Financial Network sold 5,134 U.S. High Relative Profitability Portfolio ETF Class Shares shares in Q3 2026, an estimated $214K.
Focus Financial Network first reported a position in U.S. High Relative Profitability Portfolio ETF Class Shares in Q3 2025 and held it in 4 quarters.
Focus Financial Network's U.S. High Relative Profitability Portfolio ETF Class Shares position peaked at $2.71M in Q1 2026.
100 funds tracked by Wall St. Rank held U.S. High Relative Profitability Portfolio ETF Class Shares as of Q3 2026.

Based on Focus Financial Network's 13F filing for Q3 2026, filed 14 Oct 2026.