Larson Financial Group
DUHP icon

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

Larson Financial 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
Q2 		$6.26K Hold
150
– – ﹤0.01% 2663
2026
Q1 		$5.51K Hold
150
– – ﹤0.01% 2556
2025
Q4 		$5.71K Sell
150
-321
-68% -$12.2K ﹤0.01% 2401
2025
Q3 		$17.8K Buy
+471
New +$17.3K ﹤0.01% 1702

Other funds holding DUHP

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Forum Financial Management
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
Pure Financial Advisors
Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Focus Partners Advisor Solutions
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
TCI Wealth Advisors
TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return
Foster Group
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

Larson Financial Group's DUHP Position: Q2 2026 in Review

Larson Financial Group held its U.S. High Relative Profitability Portfolio ETF Class Shares (DUHP) position steady in Q2 2026 at 150 shares worth $6.26K. The position accounts for ﹤0.01% of the portfolio, ranked #2663.

Larson Financial Group first reported a position in DUHP in Q3 2025 and has held it in 4 quarters since. The position peaked at $17.8K in Q3 2025. 561 funds tracked by Wall St. Rank hold DUHP as of Q2 2026.

  • Larson Financial Group held 150 shares of U.S. High Relative Profitability Portfolio ETF Class Shares worth $6.26K as of Q2 2026.
  • Larson Financial Group left its U.S. High Relative Profitability Portfolio ETF Class Shares share count unchanged in Q2 2026.
  • U.S. High Relative Profitability Portfolio ETF Class Shares made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #2663 holding.
  • Larson Financial Group first reported a position in U.S. High Relative Profitability Portfolio ETF Class Shares in Q3 2025 and has held it in 4 quarters since.
  • Larson Financial Group's U.S. High Relative Profitability Portfolio ETF Class Shares position peaked at $17.8K in Q3 2025.
  • 561 funds tracked by Wall St. Rank held U.S. High Relative Profitability Portfolio ETF Class Shares as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.