FFM
DUHP icon

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

Forum Financial 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 		$362M Buy
8,669,488
+209,814
+2% +$8.37M 4.65% 8
2026
Q1 		$311M Buy
8,459,674
+441,967
+6% +$17M 4.4% 8
2025
Q4 		$305M Buy
8,017,707
+472,714
+6% +$17.9M 3.97% 8
2025
Q3 		$285M Buy
7,544,993
+375,593
+5% +$13.8M 3.9% 8
2025
Q2 		$255M Buy
7,169,400
+231,876
+3% +$7.74M 3.88% 8
2025
Q1 		$230M Buy
6,937,524
+63,348
+0.9% +$2.18M 3.81% 8
2024
Q4 		$232M Buy
6,874,176
+31,312
+0.5% +$1.08M 3.85% 8
2024
Q3 		$233M Buy
6,842,864
+160,574
+2% +$5.26M 3.88% 8
2024
Q2 		$214M Sell
6,682,290
-396,404
-6% -$12.3M 3.87% 8
2024
Q1 		$224M Sell
7,078,694
-119,690
-2% -$3.59M 3.82% 8
2023
Q4 		$206M Buy
7,198,384
+321,343
+5% +$8.6M 3.88% 7
2023
Q3 		$177M Buy
6,877,041
+832,066
+14% +$22.2M 3.91% 7
2023
Q2 		$160M Buy
6,044,975
+2,824,446
+88% +$71.3M 3.59% 7
2023
Q1 		$81M Buy
3,220,529
+670,626
+26% +$16.6M 2.34% 8
2022
Q4 		$61.2M Buy
2,549,903
+1,947,372
+323% +$46.2M 2.02% 8
2022
Q3 		$12.9M Buy
602,531
+502,712
+504% +$11.9M 0.62% 14
2022
Q2 		$2.25M Buy
+99,819
New +$2.43M 0.11% 54

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
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
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Forum Financial Management's DUHP Position: Q2 2026 in Review

Forum Financial Management increased its U.S. High Relative Profitability Portfolio ETF Class Shares (DUHP) stake by 2.5% in Q2 2026, buying an estimated $8.37M and bringing the position to 8,669,488 shares worth $362M. The position accounts for 4.65% of the portfolio, ranked #8.

Forum Financial Management first reported a position in DUHP in Q2 2022 and has held it in 17 quarters since. 561 funds tracked by Wall St. Rank hold DUHP as of Q2 2026.

  • Forum Financial Management held 8,669,488 shares of U.S. High Relative Profitability Portfolio ETF Class Shares worth $362M as of Q2 2026.
  • Forum Financial Management bought 209,814 U.S. High Relative Profitability Portfolio ETF Class Shares shares in Q2 2026, an estimated $8.37M.
  • U.S. High Relative Profitability Portfolio ETF Class Shares made up 4.65% of Forum Financial Management's portfolio in Q2 2026, its #8 holding.
  • Forum Financial Management first reported a position in U.S. High Relative Profitability Portfolio ETF Class Shares in Q2 2022 and has held it in 17 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 Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.