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

LPL Financial’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	$34.2M	Buy	816,441 +92,290	+13%	+$3.87M	0.01%	1261
2026 Q2	$30.2M	Buy	724,151 +110,492	+18%	+$4.41M	0.01%	1300
2026 Q1	$22.6M	Sell	613,659 -2,037	-0.3%	-$78.1K	0.01%	1385
2025 Q4	$23.4M	Buy	615,696 +64,930	+12%	+$2.46M	0.01%	1300
2025 Q3	$20.8M	Buy	550,766 +83,881	+18%	+$3.08M	0.01%	1337
2025 Q2	$16.6M	Buy	466,885 +72,318	+18%	+$2.41M	0.01%	1379
2025 Q1	$13.1M	Buy	394,567 +73,605	+23%	+$2.53M	0.01%	1424
2024 Q4	$10.8M	Buy	320,962 +47,535	+17%	+$1.64M	﹤0.01%	1482
2024 Q3	$9.32M	Buy	273,427 +23,693	+9%	+$776K	﹤0.01%	1511
2024 Q2	$7.99M	Buy	249,734 +87,392	+54%	+$2.72M	﹤0.01%	1509
2024 Q1	$5.13M	Buy	162,342 +30,986	+24%	+$929K	﹤0.01%	1759
2023 Q4	$3.76M	Buy	131,356 +13,841	+12%	+$370K	﹤0.01%	1885
2023 Q3	$3.02M	Sell	117,515 -29,504	-20%	-$789K	﹤0.01%	1955
2023 Q2	$3.9M	Buy	147,019 +37,136	+34%	+$937K	﹤0.01%	1731
2023 Q1	$2.76M	Buy	109,883 +76,452	+229%	+$1.89M	﹤0.01%	1904
2022 Q4	$803K	Buy	+33,431	New	+$793K	﹤0.01%	2817

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

Focus Partners Advisor Solutions Saint Louis, Missouri $12.4B AUM 18.32% 1-Year Est. Return

Savant Capital Rockford, Illinois $35B AUM 15.18% 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

RW Investment Management Eagle, Idaho $1.13B AUM

Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

LPL Financial's DUHP Position: Q3 2026 in Review

LPL Financial increased its U.S. High Relative Profitability Portfolio ETF Class Shares (DUHP) stake by 13% in Q3 2026, buying an estimated $3.87M and bringing the position to 816,441 shares worth $34.2M. The position accounts for 0.01% of the portfolio, ranked #1261.

LPL Financial first reported a position in DUHP in Q4 2022 and has held it in 16 quarters since. 288 funds tracked by Wall St. Rank hold DUHP as of Q3 2026.

LPL Financial held 816,441 shares of U.S. High Relative Profitability Portfolio ETF Class Shares worth $34.2M as of Q3 2026.
LPL Financial bought 92,290 U.S. High Relative Profitability Portfolio ETF Class Shares shares in Q3 2026, an estimated $3.87M.
U.S. High Relative Profitability Portfolio ETF Class Shares made up 0.01% of LPL Financial's portfolio in Q3 2026, its #1261 holding.
LPL Financial first reported a position in U.S. High Relative Profitability Portfolio ETF Class Shares in Q4 2022 and has held it in 16 quarters since.
288 funds tracked by Wall St. Rank held U.S. High Relative Profitability Portfolio ETF Class Shares as of Q3 2026.

Based on LPL Financial's 13F filing for Q3 2026, filed 6 Nov 2026.