Legacy Financial Group (Oklahoma)’s U.S. High Relative Profitability Portfolio ETF Class Shares DUHP Stock Holding History

Legacy Financial Group (Oklahoma)’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	$21.3M	Buy	509,323 +8,555	+2%	+$341K	4.96%	8
2026 Q1	$18.4M	Buy	500,768 +12,875	+3%	+$494K	4.86%	8
2025 Q4	$18.6M	Buy	487,893 +22,283	+5%	+$844K	4.86%	8
2025 Q3	$17.6M	Buy	465,610 +17,303	+4%	+$634K	4.82%	8
2025 Q2	$15.9M	Buy	448,307 +11,995	+3%	+$400K	4.71%	8
2025 Q1	$14.5M	Buy	436,312 +16,619	+4%	+$571K	4.64%	8
2024 Q4	$14.2M	Buy	419,693 +32,266	+8%	+$1.12M	4.57%	8
2024 Q3	$13M	Buy	387,427 +28,111	+8%	+$921K	4.44%	8
2024 Q2	$11.5M	Buy	359,316 +19,179	+6%	+$596K	4.35%	8
2024 Q1	$10.8M	Buy	340,137 +23,904	+8%	+$717K	4.23%	8
2023 Q4	$9.05M	Buy	316,233 +50,452	+19%	+$1.35M	3.95%	9
2023 Q3	$6.83M	Buy	265,781 +35,382	+15%	+$946K	3.37%	10
2023 Q2	$6.11M	Buy	230,399 +39,314	+21%	+$992K	3.05%	12
2023 Q1	$4.8M	Buy	191,085 +27,295	+17%	+$675K	2.66%	16
2022 Q4	$3.93M	Buy	+163,790	New	+$3.88M	2.42%	17

Other funds holding DUHP

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

FFM

Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return

PFA

Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

TWA

TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

Legacy Financial Group (Oklahoma)'s DUHP Position: Q2 2026 in Review

Legacy Financial Group (Oklahoma) increased its U.S. High Relative Profitability Portfolio ETF Class Shares (DUHP) stake by 1.7% in Q2 2026, buying an estimated $341K and bringing the position to 509,323 shares worth $21.3M. The position accounts for 4.96% of the portfolio, ranked #8.

Legacy Financial Group (Oklahoma) first reported a position in DUHP in Q4 2022 and has held it in 15 quarters since. 561 funds tracked by Wall St. Rank hold DUHP as of Q2 2026.

Legacy Financial Group (Oklahoma) held 509,323 shares of U.S. High Relative Profitability Portfolio ETF Class Shares worth $21.3M as of Q2 2026.
Legacy Financial Group (Oklahoma) bought 8,555 U.S. High Relative Profitability Portfolio ETF Class Shares shares in Q2 2026, an estimated $341K.
U.S. High Relative Profitability Portfolio ETF Class Shares made up 4.96% of Legacy Financial Group (Oklahoma)'s portfolio in Q2 2026, its #8 holding.
Legacy Financial Group (Oklahoma) first reported a position in U.S. High Relative Profitability Portfolio ETF Class Shares in Q4 2022 and has held it in 15 quarters since.
561 funds tracked by Wall St. Rank held U.S. High Relative Profitability Portfolio ETF Class Shares as of Q2 2026.

Based on Legacy Financial Group (Oklahoma)'s 13F filing for Q2 2026, filed 30 Jul 2026.