Marshall Financial Group (Maryland)’s VanEck Durable High Dividend ETF DURA Stock Holding History

Marshall Financial Group (Maryland)’s Portfolio DURA Stock Details DURA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$494K	Sell	13,289 -3,812	-22%	-$143K	0.07%	214
2026 Q1	$640K	Sell	17,101 -9,956	-37%	-$365K	0.1%	182
2025 Q4	$914K	Sell	27,057 -5,146	-16%	-$173K	0.18%	129
2025 Q3	$1.09M	Sell	32,203 -2,560	-7%	-$86K	0.21%	117
2025 Q2	$1.15M	Sell	34,763 -3,292	-9%	-$105K	0.22%	104
2025 Q1	$1.3M	Sell	38,055 -3,116	-8%	-$104K	0.28%	76
2024 Q4	$1.34M	Buy	41,171 +169	+0.4%	+$5.79K	0.32%	74
2024 Q3	$1.43M	Buy	+41,002	New	+$1.37M	0.34%	67

Other funds holding DURA

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

PWP

Pursue Wealth Partners Clayton, California $179M AUM 33.97% 1-Year Est. Return

Intrua Financial Houston, Texas $1.09B AUM 25.04% 1-Year Est. Return

CFCI

Comprehensive Financial Consultants Institutional Bloomington, Indiana $378M AUM 23.74% 1-Year Est. Return

CIA

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

CWG

Cornerstone Wealth Group Huntersville, North Carolina $1.69B AUM 28.24% 1-Year Est. Return

AlphaCore Capital La Jolla, California $5.44B AUM 26.35% 1-Year Est. Return

IAIM

International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return

PMFA

Plante Moran Financial Advisors Southfield, Michigan $2.15B AUM 22.82% 1-Year Est. Return

Marshall Financial Group (Maryland)'s DURA Position: Q2 2026 in Review

Marshall Financial Group (Maryland) reduced its VanEck Durable High Dividend ETF (DURA) stake by 22% in Q2 2026, selling an estimated $143K and leaving 13,289 shares worth $494K. The position accounts for 0.07% of the portfolio, ranked #214.

Marshall Financial Group (Maryland) first reported a position in DURA in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.43M in Q3 2024. 11 funds tracked by Wall St. Rank hold DURA as of Q2 2026.

Marshall Financial Group (Maryland) held 13,289 shares of VanEck Durable High Dividend ETF worth $494K as of Q2 2026.
Marshall Financial Group (Maryland) sold 3,812 VanEck Durable High Dividend ETF shares in Q2 2026, an estimated $143K.
VanEck Durable High Dividend ETF made up 0.07% of Marshall Financial Group (Maryland)'s portfolio in Q2 2026, its #214 holding.
Marshall Financial Group (Maryland) first reported a position in VanEck Durable High Dividend ETF in Q3 2024 and has held it in 8 quarters since.
Marshall Financial Group (Maryland)'s VanEck Durable High Dividend ETF position peaked at $1.43M in Q3 2024.
11 funds tracked by Wall St. Rank held VanEck Durable High Dividend ETF as of Q2 2026.

Based on Marshall Financial Group (Maryland)'s 13F filing for Q2 2026, filed 20 Jul 2026.