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

LAM Group’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	$1.26K	Sell	30 -5	-14%	-$210	﹤0.01%	125
2026 Q2	$1.46K	Sell	35 -5	-13%	-$199	﹤0.01%	128
2026 Q1	$1.47K	Buy	+40	New	+$1.53K	﹤0.01%	123
2025 Q1	–	Sell	-1,195	Closed	-$40.4K	–	93
2024 Q4	$40.4K	Buy	1,195 +55	+5%	+$1.9K	0.03%	85
2024 Q3	$38.8K	Hold	1,140	–	–	0.03%	83
2024 Q2	$36.5K	Buy	1,140 +250	+28%	+$7.77K	0.03%	81
2024 Q1	$28.1K	Buy	890 +5	+0.6%	+$150	0.02%	83
2023 Q4	$25.3K	Buy	885 +10	+1%	+$268	0.02%	77
2023 Q3	$22.5K	Buy	875 +835	+2,088%	+$22.3K	0.02%	71
2023 Q2	$1.06K	Buy	40 +5	+14%	+$126	﹤0.01%	103
2023 Q1	$880	Buy	35 +10	+40%	+$247	﹤0.01%	105
2022 Q4	$600	Buy	+25	New	+$593	﹤0.01%	108

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

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

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

Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return

Aprio Wealth Management Atlanta, Georgia $2.2B AUM 16.74% 1-Year Est. Return

LAM Group's DUHP Position: Q3 2026 in Review

LAM Group reduced its U.S. High Relative Profitability Portfolio ETF Class Shares (DUHP) stake by 14% in Q3 2026, selling an estimated $210 and leaving 30 shares worth $1.26K. The position accounts for ﹤0.01% of the portfolio, ranked #125.

LAM Group first reported a position in DUHP in Q4 2022 and has held it in 12 quarters since. The position peaked at $40.4K in Q4 2024. 161 funds tracked by Wall St. Rank hold DUHP as of Q3 2026.

LAM Group held 30 shares of U.S. High Relative Profitability Portfolio ETF Class Shares worth $1.26K as of Q3 2026.
LAM Group sold 5 U.S. High Relative Profitability Portfolio ETF Class Shares shares in Q3 2026, an estimated $210.
U.S. High Relative Profitability Portfolio ETF Class Shares made up ﹤0.01% of LAM Group's portfolio in Q3 2026, its #125 holding.
LAM Group first reported a position in U.S. High Relative Profitability Portfolio ETF Class Shares in Q4 2022 and has held it in 12 quarters since.
LAM Group's U.S. High Relative Profitability Portfolio ETF Class Shares position peaked at $40.4K in Q4 2024.
161 funds tracked by Wall St. Rank held U.S. High Relative Profitability Portfolio ETF Class Shares as of Q3 2026.

Based on LAM Group's 13F filing for Q3 2026, filed 26 Oct 2026.