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Montgomery Financial Services’s U.S. High Relative Profitability Portfolio ETF Class Shares DUHP Stock Holding History

Montgomery Financial Services’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 		$21.9K Buy
+526
New +$21K 0.02% 118

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 $7.08B AUM 17.38% 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

Montgomery Financial Services's DUHP Position: Q2 2026 in Review

Montgomery Financial Services opened a new position in U.S. High Relative Profitability Portfolio ETF Class Shares (DUHP) in Q2 2026: 526 shares worth $21.9K. The stake represents 0.02% of the portfolio and ranks #118 among its holdings.

561 funds tracked by Wall St. Rank hold DUHP as of Q2 2026.

  • Montgomery Financial Services held 526 shares of U.S. High Relative Profitability Portfolio ETF Class Shares worth $21.9K as of Q2 2026.
  • U.S. High Relative Profitability Portfolio ETF Class Shares was a new Montgomery Financial Services position in Q2 2026.
  • U.S. High Relative Profitability Portfolio ETF Class Shares made up 0.02% of Montgomery Financial Services's portfolio in Q2 2026, its #118 holding.
  • 561 funds tracked by Wall St. Rank held U.S. High Relative Profitability Portfolio ETF Class Shares as of Q2 2026.

Based on Montgomery Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.