BFC Planning, Inc.’s U.S. High Relative Profitability Portfolio ETF Class Shares DUHP Stock Holding History

BFC Planning, Inc.’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	$597K	Buy	14,302 +1,929	+16%	+$77K	0.02%	549
2026 Q1	$455K	Buy	12,373 +2,008	+19%	+$77K	0.02%	600
2025 Q4	$394K	Buy	+10,365	New	+$393K	0.02%	630

Other funds holding DUHP

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

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

Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

TCI Wealth Advisors Tucson, Arizona $2.49B AUM 17.07% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

BFC Planning, Inc.'s DUHP Position: Q2 2026 in Review

BFC Planning, Inc. increased its U.S. High Relative Profitability Portfolio ETF Class Shares (DUHP) stake by 16% in Q2 2026, buying an estimated $77K and bringing the position to 14,302 shares worth $597K. The position accounts for 0.02% of the portfolio, ranked #549.

BFC Planning, Inc. first reported a position in DUHP in Q4 2025 and has held it in 3 quarters since. 562 funds tracked by Wall St. Rank hold DUHP as of Q2 2026.

BFC Planning, Inc. held 14,302 shares of U.S. High Relative Profitability Portfolio ETF Class Shares worth $597K as of Q2 2026.
BFC Planning, Inc. bought 1,929 U.S. High Relative Profitability Portfolio ETF Class Shares shares in Q2 2026, an estimated $77K.
U.S. High Relative Profitability Portfolio ETF Class Shares made up 0.02% of BFC Planning, Inc.'s portfolio in Q2 2026, its #549 holding.
BFC Planning, Inc. first reported a position in U.S. High Relative Profitability Portfolio ETF Class Shares in Q4 2025 and has held it in 3 quarters since.
562 funds tracked by Wall St. Rank held U.S. High Relative Profitability Portfolio ETF Class Shares as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.