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

Level Financial Advisors’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	$18.8M	Buy	447,477 +11,917	+3%	+$500K	4.14%	4
2026 Q2	$18.2M	Buy	435,560 +16,171	+4%	+$645K	4.06%	5
2026 Q1	$15.4M	Buy	419,389 +13,982	+3%	+$536K	3.93%	6
2025 Q4	$15.4M	Buy	405,407 +20,209	+5%	+$765K	4.08%	5
2025 Q3	$14.5M	Buy	385,198 +21,454	+6%	+$787K	4.1%	5
2025 Q2	$12.9M	Buy	363,744 +4,286	+1%	+$143K	4.02%	5
2025 Q1	$11.9M	Buy	359,458 +13,031	+4%	+$448K	4.05%	6
2024 Q4	$11.7M	Buy	346,427 +15,820	+5%	+$547K	4.3%	6
2024 Q3	$11.3M	Buy	330,607 +45,272	+16%	+$1.48M	4.3%	6
2024 Q2	$9.13M	Buy	285,335 +47,124	+20%	+$1.46M	3.96%	6
2024 Q1	$7.53M	Buy	238,211 +66,270	+39%	+$1.99M	3.42%	7
2023 Q4	$4.92M	Buy	171,941 +23,456	+16%	+$628K	2.43%	9
2023 Q3	$3.81M	Buy	148,485 +7,833	+6%	+$209K	2.13%	11
2023 Q2	$3.73M	Buy	140,652 +16,380	+13%	+$413K	2.08%	11
2023 Q1	$3.12M	Buy	124,272 +42,042	+51%	+$1.04M	1.88%	12
2022 Q4	$1.97M	Buy	82,230 +63,885	+348%	+$1.51M	1.29%	16
2022 Q3	$391K	Buy	18,345 +11,771	+179%	+$279K	0.29%	36
2022 Q2	$148K	Buy	+6,574	New	+$160K	0.11%	58

Other funds holding DUHP

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Fulton Bank Lancaster, Pennsylvania $3.29B AUM 13.65% 1-Year Est. Return

TWD

True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

FMWA

Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return

SWA

Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return

DWS

Discipline Wealth Solutions Greenville, South Carolina $1.15B AUM 12.89% 1-Year Est. Return

MSWMA

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

PWM

Parkshore Wealth Management Granite Bay, California $394M AUM 11.59% 1-Year Est. Return

25 LLC St. Louis, Missouri $367M AUM 10.52% 1-Year Est. Return

Level Financial Advisors's DUHP Position: Q3 2026 in Review

Level Financial Advisors increased its U.S. High Relative Profitability Portfolio ETF Class Shares (DUHP) stake by 2.7% in Q3 2026, buying an estimated $500K and bringing the position to 447,477 shares worth $18.8M. The position accounts for 4.14% of the portfolio, ranked #4.

Level Financial Advisors first reported a position in DUHP in Q2 2022 and has held it in 18 quarters since. 27 funds tracked by Wall St. Rank hold DUHP as of Q3 2026.

Level Financial Advisors held 447,477 shares of U.S. High Relative Profitability Portfolio ETF Class Shares worth $18.8M as of Q3 2026.
Level Financial Advisors bought 11,917 U.S. High Relative Profitability Portfolio ETF Class Shares shares in Q3 2026, an estimated $500K.
U.S. High Relative Profitability Portfolio ETF Class Shares made up 4.14% of Level Financial Advisors's portfolio in Q3 2026, its #4 holding.
Level Financial Advisors first reported a position in U.S. High Relative Profitability Portfolio ETF Class Shares in Q2 2022 and has held it in 18 quarters since.
27 funds tracked by Wall St. Rank held U.S. High Relative Profitability Portfolio ETF Class Shares as of Q3 2026.

Based on Level Financial Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.