Fortitude Family Office’s U.S. High Relative Profitability Portfolio ETF Class Shares DUHP Stock Holding History

Fortitude Family Office’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	-2,000	Closed	-$83.5K	–	2669
2026 Q2	$83.5K	Hold	2,000	–	–	0.02%	200
2026 Q1	$73.5K	Hold	2,000	–	–	0.02%	187
2025 Q4	$76.1K	Sell	2,000 -1,573	-44%	-$59.6K	0.02%	200
2025 Q3	$135K	Sell	3,573 -947	-21%	-$34.7K	0.04%	165
2025 Q2	$161K	Buy	4,520 +947	+27%	+$31.6K	0.05%	138
2025 Q1	$118K	Hold	3,573	–	–	0.04%	139
2024 Q4	$121K	Buy	3,573 +900	+34%	+$31.1K	0.04%	159
2024 Q3	$91.1K	Buy	+2,673	New	+$87.5K	0.04%	168

Other funds holding DUHP

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 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

TWD

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

Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return

Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return

DWS

Discipline Wealth Solutions Greenville, South Carolina $1.15B AUM 12.89% 1-Year Est. Return

MSWMA

Market Street Wealth Management Advisors Indianapolis, Indiana $703M AUM 10.22% 1-Year Est. Return

PWM

Parkshore Wealth Management Granite Bay, California $394M AUM 11.59% 1-Year Est. Return

LFA

Level Financial Advisors East Amherst, New York $453M AUM 9.9% 1-Year Est. Return

Fortitude Family Office's DUHP Position: Q3 2026 in Review

Fortitude Family Office sold out of U.S. High Relative Profitability Portfolio ETF Class Shares (DUHP) in Q3 2026, closing a stake of 2,000 shares — an estimated $83.5K sold.

Fortitude Family Office first reported a position in DUHP in Q3 2024 and held it in 8 quarters. The position peaked at $161K in Q2 2025. 39 funds tracked by Wall St. Rank hold DUHP as of Q3 2026.

Fortitude Family Office reported no remaining U.S. High Relative Profitability Portfolio ETF Class Shares position as of Q3 2026 after selling out during the quarter.
Fortitude Family Office sold 2,000 U.S. High Relative Profitability Portfolio ETF Class Shares shares in Q3 2026, an estimated $83.5K.
Fortitude Family Office first reported a position in U.S. High Relative Profitability Portfolio ETF Class Shares in Q3 2024 and held it in 8 quarters.
Fortitude Family Office's U.S. High Relative Profitability Portfolio ETF Class Shares position peaked at $161K in Q2 2025.
39 funds tracked by Wall St. Rank held U.S. High Relative Profitability Portfolio ETF Class Shares as of Q3 2026.

Based on Fortitude Family Office's 13F filing for Q3 2026, filed 14 Oct 2026.