MHB
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Midwest Heritage Bank’s U.S. High Relative Profitability Portfolio ETF Class Shares DUHP Stock Holding History

Midwest Heritage Bank’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 		$22.3M Buy
533,313
+5,491
+1% +$219K 6.31% 5
2026
Q1 		$19.4M Buy
527,822
+39,434
+8% +$1.51M 6.23% 5
2025
Q4 		$18.6M Buy
488,388
+3,379
+0.7% +$128K 6.41% 5
2025
Q3 		$18.3M Buy
485,009
+29
+0% +$1.06K 6.49% 5
2025
Q2 		$17.2M Buy
484,980
+26,863
+6% +$897K 6.49% 5
2025
Q1 		$15.2M Buy
458,117
+146,721
+47% +$5.04M 6.25% 5
2024
Q4 		$10.5M Buy
311,396
+81,940
+36% +$2.84M 4.88% 6
2024
Q3 		$7.82M Buy
229,456
+3,961
+2% +$130K 3.66% 8
2024
Q2 		$7.21M Buy
225,495
+12,815
+6% +$398K 3.65% 9
2024
Q1 		$6.72M Buy
212,680
+48,621
+30% +$1.46M 3.54% 9
2023
Q4 		$4.69M Buy
164,059
+13,632
+9% +$365K 3.19% 9
2023
Q3 		$3.86M Buy
150,427
+13,306
+10% +$356K 2.9% 11
2023
Q2 		$3.64M Buy
137,121
+9,541
+7% +$241K 2.76% 11
2023
Q1 		$3.21M Buy
127,580
+81,724
+178% +$2.02M 2.58% 12
2022
Q4 		$1.1M Buy
45,856
+18,782
+69% +$445K 1.07% 23
2022
Q3 		$578K Buy
27,074
+6,282
+30% +$149K 0.6% 34
2022
Q2 		$468K Buy
20,792
+7,243
+53% +$176K 0.42% 39
2022
Q1 		$357K Buy
+13,549
New +$347K 0.28% 45

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 $7.88B AUM 10.78% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
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

Midwest Heritage Bank's DUHP Position: Q2 2026 in Review

Midwest Heritage Bank increased its U.S. High Relative Profitability Portfolio ETF Class Shares (DUHP) stake by 1% in Q2 2026, buying an estimated $219K and bringing the position to 533,313 shares worth $22.3M. The position accounts for 6.31% of the portfolio, ranked #5.

Midwest Heritage Bank first reported a position in DUHP in Q1 2022 and has held it in 18 quarters since. 561 funds tracked by Wall St. Rank hold DUHP as of Q2 2026.

  • Midwest Heritage Bank held 533,313 shares of U.S. High Relative Profitability Portfolio ETF Class Shares worth $22.3M as of Q2 2026.
  • Midwest Heritage Bank bought 5,491 U.S. High Relative Profitability Portfolio ETF Class Shares shares in Q2 2026, an estimated $219K.
  • U.S. High Relative Profitability Portfolio ETF Class Shares made up 6.31% of Midwest Heritage Bank's portfolio in Q2 2026, its #5 holding.
  • Midwest Heritage Bank first reported a position in U.S. High Relative Profitability Portfolio ETF Class Shares in Q1 2022 and has held it in 18 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 Midwest Heritage Bank's 13F filing for Q2 2026, filed 28 Jul 2026.