Hardy Reed
DUHP icon

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

Hardy Reed’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 		$1.83M Buy
43,729
+8,142
+23% +$341K 0.12% 73
2026
Q2 		$1.49M Buy
35,587
+13,825
+64% +$552K 0.1% 84
2026
Q1 		$800K Buy
21,762
+10,025
+85% +$384K 0.06% 106
2025
Q4 		$446K Buy
+11,737
New +$445K 0.03% 151

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

Hardy Reed's DUHP Position: Q3 2026 in Review

Hardy Reed increased its U.S. High Relative Profitability Portfolio ETF Class Shares (DUHP) stake by 23% in Q3 2026, buying an estimated $341K and bringing the position to 43,729 shares worth $1.83M. The position accounts for 0.12% of the portfolio, ranked #73.

Hardy Reed first reported a position in DUHP in Q4 2025 and has held it in 4 quarters since. 246 funds tracked by Wall St. Rank hold DUHP as of Q3 2026.

  • Hardy Reed held 43,729 shares of U.S. High Relative Profitability Portfolio ETF Class Shares worth $1.83M as of Q3 2026.
  • Hardy Reed bought 8,142 U.S. High Relative Profitability Portfolio ETF Class Shares shares in Q3 2026, an estimated $341K.
  • U.S. High Relative Profitability Portfolio ETF Class Shares made up 0.12% of Hardy Reed's portfolio in Q3 2026, its #73 holding.
  • Hardy Reed first reported a position in U.S. High Relative Profitability Portfolio ETF Class Shares in Q4 2025 and has held it in 4 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 Hardy Reed's 13F filing for Q3 2026, filed 6 Nov 2026.