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

Great Valley Advisor 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	$2.73M	Buy	65,370 +6,056	+10%	+$242K	0.04%	333
2026 Q1	$2.18M	Buy	59,314 +11,263	+23%	+$432K	0.04%	354
2025 Q4	$1.83M	Buy	48,051 +2,404	+5%	+$91.1K	0.04%	358
2025 Q3	$1.72M	Buy	45,647 +3,309	+8%	+$121K	0.03%	369
2025 Q2	$1.51M	Buy	42,338 +25,878	+157%	+$864K	0.03%	373
2025 Q1	$546K	Buy	+16,460	New	+$566K	0.01%	574

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

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

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

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

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

Great Valley Advisor Group's DUHP Position: Q2 2026 in Review

Great Valley Advisor Group increased its U.S. High Relative Profitability Portfolio ETF Class Shares (DUHP) stake by 10% in Q2 2026, buying an estimated $242K and bringing the position to 65,370 shares worth $2.73M. The position accounts for 0.04% of the portfolio, ranked #333.

Great Valley Advisor Group first reported a position in DUHP in Q1 2025 and has held it in 6 quarters since. 561 funds tracked by Wall St. Rank hold DUHP as of Q2 2026.

Great Valley Advisor Group held 65,370 shares of U.S. High Relative Profitability Portfolio ETF Class Shares worth $2.73M as of Q2 2026.
Great Valley Advisor Group bought 6,056 U.S. High Relative Profitability Portfolio ETF Class Shares shares in Q2 2026, an estimated $242K.
U.S. High Relative Profitability Portfolio ETF Class Shares made up 0.04% of Great Valley Advisor Group's portfolio in Q2 2026, its #333 holding.
Great Valley Advisor Group first reported a position in U.S. High Relative Profitability Portfolio ETF Class Shares in Q1 2025 and has held it in 6 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 Great Valley Advisor Group's 13F filing for Q2 2026, filed 10 Aug 2026.