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

Herold Advisors’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	$1.45M	Buy	34,697 +4,493	+15%	+$188K	0.28%	88
2026 Q2	$1.26M	Buy	30,204 +8,274	+38%	+$330K	0.25%	101
2026 Q1	$806K	Buy	21,930 +212	+1%	+$8.13K	0.18%	125
2025 Q4	$826K	Sell	21,718 -2,251	-9%	-$85.3K	0.18%	121
2025 Q3	$905K	Buy	23,969 +1,851	+8%	+$67.9K	0.21%	115
2025 Q2	$787K	Buy	22,118 +1,950	+10%	+$65.1K	0.16%	140
2025 Q1	$668K	Hold	20,168	–	–	0.15%	155
2024 Q4	$681K	Hold	20,168	–	–	0.15%	155
2024 Q3	$687K	Buy	+20,168	New	+$661K	0.15%	156
2022 Q2	–	Sell	-710	Closed	-$18.7K	–	303
2022 Q1	$18.7K	Buy	+710	New	+$18.2K	0.01%	519

Other funds holding DUHP

Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

TCI Wealth Advisors Tucson, Arizona $2.49B AUM 17.07% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Petersen Hastings Wealth Advisors Kennewick, Washington $1.21B AUM 9.84% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

RW Investment Management Eagle, Idaho $1.13B AUM

Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

Financial Consulate Hunt Valley, Maryland $899M AUM 14.82% 1-Year Est. Return

Herold Advisors's DUHP Position: Q3 2026 in Review

Herold Advisors increased its U.S. High Relative Profitability Portfolio ETF Class Shares (DUHP) stake by 15% in Q3 2026, buying an estimated $188K and bringing the position to 34,697 shares worth $1.45M. The position accounts for 0.28% of the portfolio, ranked #88.

Herold Advisors first reported a position in DUHP in Q1 2022 and has held it in 10 quarters since. 246 funds tracked by Wall St. Rank hold DUHP as of Q3 2026.

Herold Advisors held 34,697 shares of U.S. High Relative Profitability Portfolio ETF Class Shares worth $1.45M as of Q3 2026.
Herold Advisors bought 4,493 U.S. High Relative Profitability Portfolio ETF Class Shares shares in Q3 2026, an estimated $188K.
U.S. High Relative Profitability Portfolio ETF Class Shares made up 0.28% of Herold Advisors's portfolio in Q3 2026, its #88 holding.
Herold Advisors first reported a position in U.S. High Relative Profitability Portfolio ETF Class Shares in Q1 2022 and has held it in 10 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 Herold Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.