Intelligence Driven Advisers’s U.S. High Relative Profitability Portfolio ETF Class Shares DUHP Stock Holding History

Intelligence Driven Advisers’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	$3.42M	Sell	81,597 -1,844	-2%	-$77.3K	0.59%	25
2026 Q2	$3.48M	Sell	83,441 -3,191	-4%	-$127K	0.57%	25
2026 Q1	$3.18M	Sell	86,632 -5,567	-6%	-$214K	0.56%	21
2025 Q4	$3.51M	Sell	92,199 -17,531	-16%	-$664K	0.5%	22
2025 Q3	$4.14M	Sell	109,730 -24,240	-18%	-$889K	0.57%	20
2025 Q2	$4.76M	Sell	133,970 -9,530	-7%	-$318K	0.72%	18
2025 Q1	$4.76M	Sell	143,500 -11,874	-8%	-$408K	0.92%	16
2024 Q4	$5.25M	Sell	155,374 -50,978	-25%	-$1.76M	0.99%	15
2024 Q3	$7.03M	Sell	206,352 -31,376	-13%	-$1.03M	1%	17
2024 Q2	$7.6M	Sell	237,728 -18,362	-7%	-$571K	1.08%	16
2024 Q1	$8.1M	Sell	256,090 -13,219	-5%	-$396K	1.2%	17
2023 Q4	$7.85M	Buy	+269,309	New	+$7.2M	1.27%	16

Other funds holding DUHP

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

MSWMA

Market Street Wealth Management Advisors Indianapolis, Indiana $703M AUM 10.22% 1-Year Est. Return

CWA

CogentBlue Wealth Advisors Knoxville, Tennessee $108M AUM 22.99% 1-Year Est. Return

Clune & Associates Chicago, Illinois $654M AUM 13.19% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

Intelligence Driven Advisers's DUHP Position: Q3 2026 in Review

Intelligence Driven Advisers reduced its U.S. High Relative Profitability Portfolio ETF Class Shares (DUHP) stake by 2.2% in Q3 2026, selling an estimated $77.3K and leaving 81,597 shares worth $3.42M. The position accounts for 0.59% of the portfolio, ranked #25.

Intelligence Driven Advisers first reported a position in DUHP in Q4 2023 and has held it in 12 quarters since. The position peaked at $8.1M in Q1 2024. 7 funds tracked by Wall St. Rank hold DUHP as of Q3 2026.

Intelligence Driven Advisers held 81,597 shares of U.S. High Relative Profitability Portfolio ETF Class Shares worth $3.42M as of Q3 2026.
Intelligence Driven Advisers sold 1,844 U.S. High Relative Profitability Portfolio ETF Class Shares shares in Q3 2026, an estimated $77.3K.
U.S. High Relative Profitability Portfolio ETF Class Shares made up 0.59% of Intelligence Driven Advisers's portfolio in Q3 2026, its #25 holding.
Intelligence Driven Advisers first reported a position in U.S. High Relative Profitability Portfolio ETF Class Shares in Q4 2023 and has held it in 12 quarters since.
Intelligence Driven Advisers's U.S. High Relative Profitability Portfolio ETF Class Shares position peaked at $8.1M in Q1 2024.
7 funds tracked by Wall St. Rank held U.S. High Relative Profitability Portfolio ETF Class Shares as of Q3 2026.

Based on Intelligence Driven Advisers's 13F filing for Q3 2026, filed 9 Oct 2026.