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Forum Finance Group’s U.S. High Relative Profitability Portfolio ETF Class Shares DUHP Stock Holding History

Forum Finance Group’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 		$72K Hold
2,130
– – 0.03% 212
2026
Q1 		$63K Buy
+2,130
New +$81.7K 0.03% 191

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

Forum Finance Group's DUHP Position: Q2 2026 in Review

Forum Finance Group held its U.S. High Relative Profitability Portfolio ETF Class Shares (DUHP) position steady in Q2 2026 at 2,130 shares worth $72K. The position accounts for 0.03% of the portfolio, ranked #212.

Forum Finance Group first reported a position in DUHP in Q1 2026 and has held it in 2 quarters since. 561 funds tracked by Wall St. Rank hold DUHP as of Q2 2026.

  • Forum Finance Group held 2,130 shares of U.S. High Relative Profitability Portfolio ETF Class Shares worth $72K as of Q2 2026.
  • Forum Finance Group left its U.S. High Relative Profitability Portfolio ETF Class Shares share count unchanged in Q2 2026.
  • U.S. High Relative Profitability Portfolio ETF Class Shares made up 0.03% of Forum Finance Group's portfolio in Q2 2026, its #212 holding.
  • Forum Finance Group first reported a position in U.S. High Relative Profitability Portfolio ETF Class Shares in Q1 2026 and has held it in 2 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 Forum Finance Group's 13F filing for Q2 2026, filed 14 Aug 2026.