Measured Wealth Private Client Group’s U.S. High Relative Profitability Portfolio ETF Class Shares DUHP Stock Holding History

Measured Wealth Private Client Group’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	$4.86K	Buy	+116	New	+$4.86K	﹤0.01%	626
2026 Q2	–	Sell	-116	Closed	-$4.26K	–	733
2026 Q1	$4.26K	Hold	116	–	–	﹤0.01%	621
2025 Q4	$4.41K	Buy	+116	New	+$4.39K	﹤0.01%	613

Other funds holding DUHP

Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return

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

Measured Wealth Private Client Group's DUHP Position: Q3 2026 in Review

Measured Wealth Private Client Group opened a new position in U.S. High Relative Profitability Portfolio ETF Class Shares (DUHP) in Q3 2026: 116 shares worth $4.86K. The stake represents ﹤0.01% of the portfolio and ranks #626 among its holdings. This is a return to the name: Measured Wealth Private Client Group previously reported a position in DUHP as recently as Q1 2026.

Measured Wealth Private Client Group first reported a position in DUHP in Q4 2025 and has held it in 3 quarters since. 383 funds tracked by Wall St. Rank hold DUHP as of Q3 2026.

Measured Wealth Private Client Group held 116 shares of U.S. High Relative Profitability Portfolio ETF Class Shares worth $4.86K as of Q3 2026.
U.S. High Relative Profitability Portfolio ETF Class Shares was a new Measured Wealth Private Client Group position in Q3 2026.
U.S. High Relative Profitability Portfolio ETF Class Shares made up ﹤0.01% of Measured Wealth Private Client Group's portfolio in Q3 2026, its #626 holding.
Measured Wealth Private Client Group 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.
383 funds tracked by Wall St. Rank held U.S. High Relative Profitability Portfolio ETF Class Shares as of Q3 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q3 2026, filed 10 Nov 2026.