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Kooman & Associates’s U.S. High Relative Profitability Portfolio ETF Class Shares DUHP Stock Holding History

Kooman & Associates’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
-162,967
Closed -$6.8M – 56
2026
Q2 		$6.8M Sell
162,967
-401,799
-71% -$16M 1.83% 9
2026
Q1 		$20.8M Buy
564,766
+11,937
+2% +$458K 6.19% 5
2025
Q4 		$21M Buy
552,829
+25,008
+5% +$947K 6.22% 5
2025
Q3 		$19.9M Buy
527,821
+26,945
+5% +$988K 6.15% 5
2025
Q2 		$17.8M Buy
500,876
+6,651
+1% +$222K 6.02% 5
2025
Q1 		$16.4M Buy
494,225
+79,014
+19% +$2.71M 6.01% 5
2024
Q4 		$14M Buy
415,211
+9,612
+2% +$333K 5.08% 5
2024
Q3 		$13.8M Buy
405,599
+10,169
+3% +$333K 5.1% 5
2024
Q2 		$12.6M Buy
395,430
+2,192
+0.6% +$68.1K 5.09% 5
2024
Q1 		$12.4M Buy
393,238
+2,168
+0.6% +$65K 5.18% 5
2023
Q4 		$11.2M Buy
391,070
+6,941
+2% +$186K 5.01% 5
2023
Q3 		$9.9M Sell
384,129
-231,970
-38% -$6.2M 4.99% 6
2023
Q2 		$16.4M Buy
616,099
+47,553
+8% +$1.2M 8.1% 5
2023
Q1 		$14.3M Buy
568,546
+465,101
+450% +$11.5M 7.73% 5
2022
Q4 		$2.48M Buy
+103,445
New +$2.45M 2.45% 10

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
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Root Financial Partners
Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return
DiNuzzo Private Wealth
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 9.69% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Fulton Bank
Fulton Bank Lancaster, Pennsylvania $3.29B AUM 13.65% 1-Year Est. Return
True Wealth Design
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return
Forvis Mazars Wealth Advisors
Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return
LVZ Inc
LVZ Inc Holland, Michigan $975M AUM 10.91% 1-Year Est. Return

Kooman & Associates's DUHP Position: Q3 2026 in Review

Kooman & Associates sold out of U.S. High Relative Profitability Portfolio ETF Class Shares (DUHP) in Q3 2026, closing a stake of 162,967 shares — an estimated $6.8M sold.

Kooman & Associates first reported a position in DUHP in Q4 2022 and held it in 15 quarters. The position peaked at $21M in Q4 2025. 77 funds tracked by Wall St. Rank hold DUHP as of Q3 2026.

  • Kooman & Associates reported no remaining U.S. High Relative Profitability Portfolio ETF Class Shares position as of Q3 2026 after selling out during the quarter.
  • Kooman & Associates sold 162,967 U.S. High Relative Profitability Portfolio ETF Class Shares shares in Q3 2026, an estimated $6.8M.
  • Kooman & Associates first reported a position in U.S. High Relative Profitability Portfolio ETF Class Shares in Q4 2022 and held it in 15 quarters.
  • Kooman & Associates's U.S. High Relative Profitability Portfolio ETF Class Shares position peaked at $21M in Q4 2025.
  • 77 funds tracked by Wall St. Rank held U.S. High Relative Profitability Portfolio ETF Class Shares as of Q3 2026.

Based on Kooman & Associates's 13F filing for Q3 2026, filed 21 Oct 2026.