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

Friday Financial’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	-106,557	Closed	-$4.42M	–	122
2026 Q2	$4.42M	Buy	106,557 +9,110	+9%	+$363K	1.18%	19
2026 Q1	$3.58M	Buy	97,447 +7,234	+8%	+$277K	1.23%	17
2025 Q4	$3.43M	Buy	90,213 +23,699	+36%	+$898K	1.21%	18
2025 Q3	$2.51M	Buy	66,514 +3,919	+6%	+$144K	1.05%	20
2025 Q2	$2.23M	Buy	62,595 +2,549	+4%	+$85.1K	1.13%	19
2025 Q1	$2M	Buy	60,046 +16,825	+39%	+$578K	1.2%	19
2024 Q4	$1.46M	Buy	+43,221	New	+$1.5M	1.01%	19

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

Friday Financial's DUHP Position: Q3 2026 in Review

Friday Financial sold out of U.S. High Relative Profitability Portfolio ETF Class Shares (DUHP) in Q3 2026, closing a stake of 106,557 shares — an estimated $4.42M sold.

Friday Financial first reported a position in DUHP in Q4 2024 and held it in 7 quarters. The position peaked at $4.42M in Q2 2026. 100 funds tracked by Wall St. Rank hold DUHP as of Q3 2026.

Friday Financial reported no remaining U.S. High Relative Profitability Portfolio ETF Class Shares position as of Q3 2026 after selling out during the quarter.
Friday Financial sold 106,557 U.S. High Relative Profitability Portfolio ETF Class Shares shares in Q3 2026, an estimated $4.42M.
Friday Financial first reported a position in U.S. High Relative Profitability Portfolio ETF Class Shares in Q4 2024 and held it in 7 quarters.
Friday Financial's U.S. High Relative Profitability Portfolio ETF Class Shares position peaked at $4.42M in Q2 2026.
100 funds tracked by Wall St. Rank held U.S. High Relative Profitability Portfolio ETF Class Shares as of Q3 2026.

Based on Friday Financial's 13F filing for Q3 2026, filed 9 Oct 2026.