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

Melfa 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 Q3	$239K	Hold	5,700	–	–	0.13%	147
2026 Q2	$238K	Hold	5,700	–	–	0.13%	148
2026 Q1	$210K	Hold	5,700	–	–	0.12%	159
2025 Q4	$217K	Hold	5,700	–	–	0.12%	165
2025 Q3	$215K	Hold	5,700	–	–	0.13%	163
2025 Q2	$203K	Buy	+5,700	New	+$190K	0.13%	162

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

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

Financial Consulate Hunt Valley, Maryland $899M AUM 14.82% 1-Year Est. Return

Melfa Wealth Management's DUHP Position: Q3 2026 in Review

Melfa Wealth Management held its U.S. High Relative Profitability Portfolio ETF Class Shares (DUHP) position steady in Q3 2026 at 5,700 shares worth $239K. The position accounts for 0.13% of the portfolio, ranked #147.

Melfa Wealth Management first reported a position in DUHP in Q2 2025 and has held it in 6 quarters since. 246 funds tracked by Wall St. Rank hold DUHP as of Q3 2026.

Melfa Wealth Management held 5,700 shares of U.S. High Relative Profitability Portfolio ETF Class Shares worth $239K as of Q3 2026.
Melfa Wealth Management left its U.S. High Relative Profitability Portfolio ETF Class Shares share count unchanged in Q3 2026.
U.S. High Relative Profitability Portfolio ETF Class Shares made up 0.13% of Melfa Wealth Management's portfolio in Q3 2026, its #147 holding.
Melfa Wealth Management first reported a position in U.S. High Relative Profitability Portfolio ETF Class Shares in Q2 2025 and has held it in 6 quarters since.
246 funds tracked by Wall St. Rank held U.S. High Relative Profitability Portfolio ETF Class Shares as of Q3 2026.

Based on Melfa Wealth Management's 13F filing for Q3 2026, filed 6 Nov 2026.