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

HMV Wealth 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	$6.87M	Buy	163,980 +3,975	+2%	+$167K	2.61%	13
2026 Q2	$6.68M	Buy	160,005 +32,810	+26%	+$1.31M	2.6%	12
2026 Q1	$4.68M	Buy	127,195 +26,440	+26%	+$1.01M	2.2%	14
2025 Q4	$3.83M	Buy	100,755 +34,210	+51%	+$1.3M	1.92%	15
2025 Q3	$2.51M	Buy	66,545 +42,490	+177%	+$1.56M	1.38%	18
2025 Q2	$855K	Sell	24,055 -76,460	-76%	-$2.55M	0.56%	32
2025 Q1	$3.33M	Buy	100,515 +77,815	+343%	+$2.67M	2.64%	12
2024 Q4	$767K	Buy	+22,700	New	+$785K	0.77%	37

Other funds holding DUHP

Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return

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

Focus Partners Advisor Solutions Saint Louis, Missouri $12.4B AUM 18.32% 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

HMV Wealth Advisors's DUHP Position: Q3 2026 in Review

HMV Wealth Advisors increased its U.S. High Relative Profitability Portfolio ETF Class Shares (DUHP) stake by 2.5% in Q3 2026, buying an estimated $167K and bringing the position to 163,980 shares worth $6.87M. The position accounts for 2.61% of the portfolio, ranked #13.

HMV Wealth Advisors first reported a position in DUHP in Q4 2024 and has held it in 8 quarters since. 347 funds tracked by Wall St. Rank hold DUHP as of Q3 2026.

HMV Wealth Advisors held 163,980 shares of U.S. High Relative Profitability Portfolio ETF Class Shares worth $6.87M as of Q3 2026.
HMV Wealth Advisors bought 3,975 U.S. High Relative Profitability Portfolio ETF Class Shares shares in Q3 2026, an estimated $167K.
U.S. High Relative Profitability Portfolio ETF Class Shares made up 2.61% of HMV Wealth Advisors's portfolio in Q3 2026, its #13 holding.
HMV Wealth Advisors first reported a position in U.S. High Relative Profitability Portfolio ETF Class Shares in Q4 2024 and has held it in 8 quarters since.
347 funds tracked by Wall St. Rank held U.S. High Relative Profitability Portfolio ETF Class Shares as of Q3 2026.

Based on HMV Wealth Advisors's 13F filing for Q3 2026, filed 27 Oct 2026.