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

IFP 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	$865K	Buy	20,499 +9,535	+87%	+$400K	0.01%	837
2026 Q2	$458K	Sell	10,964 -2,862	-21%	-$114K	0.01%	1084
2026 Q1	$508K	Hold	13,826	–	–	0.01%	953
2025 Q4	$526K	Hold	13,826	–	–	0.01%	905
2025 Q3	$522K	Buy	13,826 +7,719	+126%	+$283K	0.01%	845
2025 Q2	$217K	Buy	6,107 +5,560	+1,016%	+$186K	0.01%	1237
2025 Q1	$18.1K	Buy	547 +80	+17%	+$2.75K	﹤0.01%	2329
2024 Q4	$15.8K	Buy	+467	New	+$16.2K	﹤0.01%	2351
2023 Q3	–	Sell	-191	Closed	-$5.07K	–	3366
2023 Q2	$5.07K	Buy	+191	New	+$4.82K	﹤0.01%	2539
2023 Q1	–	Sell	-7,707	Closed	-$193K	–	3642
2022 Q4	$193K	Buy	7,707 +54	+0.7%	+$1.28K	0.01%	1372
2022 Q3	$190K	Buy	7,653 +4,929	+181%	+$117K	0.01%	1440
2022 Q2	$67K	Hold	2,724	–	–	﹤0.01%	1952
2022 Q1	$67K	Buy	+2,724	New	+$69.8K	﹤0.01%	1951

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

IFP Advisors's DUHP Position: Q3 2026 in Review

IFP Advisors increased its U.S. High Relative Profitability Portfolio ETF Class Shares (DUHP) stake by 87% in Q3 2026, buying an estimated $400K and bringing the position to 20,499 shares worth $865K. The position accounts for 0.01% of the portfolio, ranked #837.

IFP Advisors first reported a position in DUHP in Q1 2022 and has held it in 13 quarters since. 246 funds tracked by Wall St. Rank hold DUHP as of Q3 2026.

IFP Advisors held 20,499 shares of U.S. High Relative Profitability Portfolio ETF Class Shares worth $865K as of Q3 2026.
IFP Advisors bought 9,535 U.S. High Relative Profitability Portfolio ETF Class Shares shares in Q3 2026, an estimated $400K.
U.S. High Relative Profitability Portfolio ETF Class Shares made up 0.01% of IFP Advisors's portfolio in Q3 2026, its #837 holding.
IFP Advisors first reported a position in U.S. High Relative Profitability Portfolio ETF Class Shares in Q1 2022 and has held it in 13 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 IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.