Lodestone Wealth Management’s U.S. High Relative Profitability Portfolio ETF Class Shares DUHP Stock Holding History

Lodestone Wealth Management’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	$22.2K	Hold	532	–	–	0.01%	407
2026 Q1	$19.6K	Hold	532	–	–	0.01%	418
2025 Q4	$20.2K	Buy	+532	New	+$20.2K	0.01%	407

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

Lodestone Wealth Management's DUHP Position: Q2 2026 in Review

Lodestone Wealth Management held its U.S. High Relative Profitability Portfolio ETF Class Shares (DUHP) position steady in Q2 2026 at 532 shares worth $22.2K. The position accounts for 0.01% of the portfolio, ranked #407.

Lodestone Wealth Management first reported a position in DUHP in Q4 2025 and has held it in 3 quarters since. 561 funds tracked by Wall St. Rank hold DUHP as of Q2 2026.

Lodestone Wealth Management held 532 shares of U.S. High Relative Profitability Portfolio ETF Class Shares worth $22.2K as of Q2 2026.
Lodestone Wealth Management 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 Lodestone Wealth Management's portfolio in Q2 2026, its #407 holding.
Lodestone Wealth Management first reported a position in U.S. High Relative Profitability Portfolio ETF Class Shares in Q4 2025 and has held it in 3 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 Lodestone Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.