Helen Stephens Group
DUHP icon

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

Helen Stephens 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 		– Sell
-157,779
Closed -$6.58M – 138
2026
Q2 		$6.58M Buy
157,779
+91
+0.1% +$3.63K 1.12% 19
2026
Q1 		$5.8M Buy
157,688
+42,142
+36% +$1.62M 1.16% 21
2025
Q4 		$4.39M Sell
115,546
-1,006
-0.9% -$38.1K 0.92% 20
2025
Q3 		$4.4M Buy
116,552
+222
+0.2% +$8.14K 0.98% 19
2025
Q2 		$4.14M Sell
116,330
-2,165
-2% -$72.3K 1.03% 19
2025
Q1 		$3.93M Buy
118,495
+10,907
+10% +$375K 1.11% 20
2024
Q4 		$3.64M Buy
107,588
+279
+0.3% +$9.7K 1.08% 20
2024
Q3 		$3.66M Sell
107,309
-7,928
-7% -$260K 1.11% 19
2024
Q2 		$3.69M Buy
115,237
+230
+0.2% +$7.15K 1.27% 19
2024
Q1 		$3.64M Sell
115,007
-4,644
-4% -$139K 1.4% 18
2023
Q4 		$3.42M Buy
119,651
+288
+0.2% +$7.7K 1.53% 18
2023
Q3 		$3.07M Sell
119,363
-662
-0.6% -$17.7K 1.59% 16
2023
Q2 		$3.19M Sell
120,025
-5,526
-4% -$139K 1.61% 16
2023
Q1 		$3.16M Buy
125,551
+4,788
+4% +$118K 1.64% 15
2022
Q4 		$2.9M Buy
120,763
+2,804
+2% +$66.5K 1.73% 15
2022
Q3 		$2.52M Buy
+117,959
New +$2.79M 1.76% 18

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

Helen Stephens Group's DUHP Position: Q3 2026 in Review

Helen Stephens Group sold out of U.S. High Relative Profitability Portfolio ETF Class Shares (DUHP) in Q3 2026, closing a stake of 157,779 shares — an estimated $6.58M sold.

Helen Stephens Group first reported a position in DUHP in Q3 2022 and held it in 16 quarters. The position peaked at $6.58M in Q2 2026. 278 funds tracked by Wall St. Rank hold DUHP as of Q3 2026.

  • Helen Stephens Group reported no remaining U.S. High Relative Profitability Portfolio ETF Class Shares position as of Q3 2026 after selling out during the quarter.
  • Helen Stephens Group sold 157,779 U.S. High Relative Profitability Portfolio ETF Class Shares shares in Q3 2026, an estimated $6.58M.
  • Helen Stephens Group first reported a position in U.S. High Relative Profitability Portfolio ETF Class Shares in Q3 2022 and held it in 16 quarters.
  • Helen Stephens Group's U.S. High Relative Profitability Portfolio ETF Class Shares position peaked at $6.58M in Q2 2026.
  • 278 funds tracked by Wall St. Rank held U.S. High Relative Profitability Portfolio ETF Class Shares as of Q3 2026.

Based on Helen Stephens Group's 13F filing for Q3 2026, filed 14 Oct 2026.