LIP
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Lynch Investment Planning’s U.S. High Relative Profitability Portfolio ETF Class Shares DUHP Stock Holding History

Lynch Investment Planning’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 		$9.71M Buy
232,664
+2,166
+0.9% +$86.4K 7.46% 4
2026
Q1 		$8.47M Buy
230,498
+28
+0% +$1.07K 7.61% 4
2025
Q4 		$8.76M Buy
+230,470
New +$8.73M 8.4% 3

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
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
AF
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
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

Lynch Investment Planning's DUHP Position: Q2 2026 in Review

Lynch Investment Planning increased its U.S. High Relative Profitability Portfolio ETF Class Shares (DUHP) stake by 0.94% in Q2 2026, buying an estimated $86.4K and bringing the position to 232,664 shares worth $9.71M. The position accounts for 7.46% of the portfolio, ranked #4.

Lynch Investment Planning 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.

  • Lynch Investment Planning held 232,664 shares of U.S. High Relative Profitability Portfolio ETF Class Shares worth $9.71M as of Q2 2026.
  • Lynch Investment Planning bought 2,166 U.S. High Relative Profitability Portfolio ETF Class Shares shares in Q2 2026, an estimated $86.4K.
  • U.S. High Relative Profitability Portfolio ETF Class Shares made up 7.46% of Lynch Investment Planning's portfolio in Q2 2026, its #4 holding.
  • Lynch Investment Planning 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 Lynch Investment Planning's 13F filing for Q2 2026, filed 17 Jul 2026.