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

Grunden Financial Advisory’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
2025 Q4	$37.5M	Buy	986,709 +16,440	+2%	+$623K	14.66%	2
2025 Q3	$36.6M	Buy	970,269 +45,171	+5%	+$1.66M	14.9%	2
2025 Q2	$32.9M	Buy	925,098 +102,063	+12%	+$3.41M	14.52%	3
2025 Q1	$27.3M	Sell	823,035 -27,837	-3%	-$956K	13.25%	3
2024 Q4	$28.8M	Buy	850,872 +31,453	+4%	+$1.09M	13.88%	3
2024 Q3	$27.9M	Buy	819,419 +3,451	+0.4%	+$113K	13.71%	3
2024 Q2	$26.1M	Buy	815,968 +21,973	+3%	+$683K	13.63%	3
2024 Q1	$25.1M	Buy	793,995 +1,749	+0.2%	+$52.4K	13.35%	3
2023 Q4	$22.7M	Buy	+792,246	New	+$21.2M	12.74%	3

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

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

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

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

PHWA

Petersen Hastings Wealth Advisors Kennewick, Washington $1.19B AUM

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Grunden Financial Advisory's DUHP Position: Q4 2025 in Review

Grunden Financial Advisory increased its U.S. High Relative Profitability Portfolio ETF Class Shares (DUHP) stake by 1.7% in Q4 2025, buying an estimated $623K and bringing the position to 986,709 shares worth $37.5M. The position accounts for 14.66% of the portfolio, ranked #2.

Grunden Financial Advisory first reported a position in DUHP in Q4 2023 and has held it in 9 quarters since. 512 funds tracked by Wall St. Rank hold DUHP as of Q4 2025.

Grunden Financial Advisory held 986,709 shares of U.S. High Relative Profitability Portfolio ETF Class Shares worth $37.5M as of Q4 2025.
Grunden Financial Advisory bought 16,440 U.S. High Relative Profitability Portfolio ETF Class Shares shares in Q4 2025, an estimated $623K.
U.S. High Relative Profitability Portfolio ETF Class Shares made up 14.66% of Grunden Financial Advisory's portfolio in Q4 2025, its #2 holding.
Grunden Financial Advisory first reported a position in U.S. High Relative Profitability Portfolio ETF Class Shares in Q4 2023 and has held it in 9 quarters since.
512 funds tracked by Wall St. Rank held U.S. High Relative Profitability Portfolio ETF Class Shares as of Q4 2025.

Based on Grunden Financial Advisory's 13F filing for Q4 2025, filed 27 Jan 2026.