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

Gleason 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
Q3 		$28.9K Buy
690
+1
+0.1% +$42 ﹤0.01% 150
2026
Q2 		$28.7K Buy
+689
New +$27.5K ﹤0.01% 165

Other funds holding DUHP

Forum Financial Management
Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return
TCI Wealth Advisors
TCI Wealth Advisors Tucson, Arizona $2.49B AUM 17.07% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Petersen Hastings Wealth Advisors
Petersen Hastings Wealth Advisors Kennewick, Washington $1.21B AUM 9.84% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
RW Investment Management
RW Investment Management Eagle, Idaho $1.13B AUM
Root Financial Partners
Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return
Financial Consulate
Financial Consulate Hunt Valley, Maryland $899M AUM 14.82% 1-Year Est. Return

Gleason Group's DUHP Position: Q3 2026 in Review

Gleason Group increased its U.S. High Relative Profitability Portfolio ETF Class Shares (DUHP) stake by 0.15% in Q3 2026, buying an estimated $42 and bringing the position to 690 shares worth $28.9K. The position accounts for ﹤0.01% of the portfolio, ranked #150.

Gleason Group first reported a position in DUHP in Q2 2026 and has held it in 2 quarters since. 246 funds tracked by Wall St. Rank hold DUHP as of Q3 2026.

  • Gleason Group held 690 shares of U.S. High Relative Profitability Portfolio ETF Class Shares worth $28.9K as of Q3 2026.
  • Gleason Group bought 1 U.S. High Relative Profitability Portfolio ETF Class Shares share in Q3 2026, an estimated $42.
  • U.S. High Relative Profitability Portfolio ETF Class Shares made up ﹤0.01% of Gleason Group's portfolio in Q3 2026, its #150 holding.
  • Gleason Group first reported a position in U.S. High Relative Profitability Portfolio ETF Class Shares in Q2 2026 and has held it in 2 quarters since.
  • 246 funds tracked by Wall St. Rank held U.S. High Relative Profitability Portfolio ETF Class Shares as of Q3 2026.

Based on Gleason Group's 13F filing for Q3 2026, filed 15 Oct 2026.