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

Mattern 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	$880K	Hold	21,087	–	–	0.14%	76
2026 Q1	$775K	Sell	21,087 -18,588	-47%	-$713K	0.15%	67
2025 Q4	$1.51M	Sell	39,675 -500	-1%	-$18.9K	0.29%	48
2025 Q3	$1.52M	Buy	40,175 +5,454	+16%	+$200K	0.3%	50
2025 Q2	$1.23M	Buy	34,721 +700	+2%	+$23.4K	0.26%	55
2025 Q1	$1.13M	Sell	34,021 -1,823	-5%	-$62.6K	0.25%	63
2024 Q4	$1.21M	Sell	35,844 -20,960	-37%	-$725K	0.27%	63
2024 Q3	$1.94M	Buy	56,804 +6,518	+13%	+$213K	0.43%	51
2024 Q2	$1.61M	Buy	+50,286	New	+$1.56M	0.39%	61

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 $3.68B AUM 13.84% 1-Year Est. Return

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

Mattern Wealth Management held its U.S. High Relative Profitability Portfolio ETF Class Shares (DUHP) position steady in Q2 2026 at 21,087 shares worth $880K. The position accounts for 0.14% of the portfolio, ranked #76.

Mattern Wealth Management first reported a position in DUHP in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.94M in Q3 2024. 561 funds tracked by Wall St. Rank hold DUHP as of Q2 2026.

Mattern Wealth Management held 21,087 shares of U.S. High Relative Profitability Portfolio ETF Class Shares worth $880K as of Q2 2026.
Mattern 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 0.14% of Mattern Wealth Management's portfolio in Q2 2026, its #76 holding.
Mattern Wealth Management first reported a position in U.S. High Relative Profitability Portfolio ETF Class Shares in Q2 2024 and has held it in 9 quarters since.
Mattern Wealth Management's U.S. High Relative Profitability Portfolio ETF Class Shares position peaked at $1.94M in Q3 2024.
561 funds tracked by Wall St. Rank held U.S. High Relative Profitability Portfolio ETF Class Shares as of Q2 2026.

Based on Mattern Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.