Nalls Sherbakoff Group’s U.S. High Relative Profitability Portfolio ETF Class Shares DUHP Stock Holding History

Nalls Sherbakoff 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 Q2	$471K	Hold	11,278	–	–	0.33%	54
2026 Q1	$415K	Hold	11,278	–	–	0.31%	56
2025 Q4	$429K	Hold	11,278	–	–	0.31%	55
2025 Q3	$426K	Buy	11,278 +7	+0.1%	+$257	0.29%	58
2025 Q2	$401K	Buy	11,271 +8	+0.1%	+$267	0.29%	60
2025 Q1	$373K	Buy	+11,263	New	+$387K	0.3%	57
2023 Q4	$205K	Buy	7,175 +312	+5%	+$8.35K	0.18%	78
2023 Q3	$176K	Hold	6,863	–	–	0.17%	82
2023 Q2	$170K	Hold	6,863	–	–	0.17%	90
2023 Q1	$170K	Buy	+6,863	New	+$170K	0.17%	91

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 $3.76B AUM 21.29% 1-Year Est. Return

Nalls Sherbakoff Group's DUHP Position: Q2 2026 in Review

Nalls Sherbakoff Group held its U.S. High Relative Profitability Portfolio ETF Class Shares (DUHP) position steady in Q2 2026 at 11,278 shares worth $471K. The position accounts for 0.33% of the portfolio, ranked #54.

Nalls Sherbakoff Group first reported a position in DUHP in Q1 2023 and has held it in 10 quarters since. 561 funds tracked by Wall St. Rank hold DUHP as of Q2 2026.

Nalls Sherbakoff Group held 11,278 shares of U.S. High Relative Profitability Portfolio ETF Class Shares worth $471K as of Q2 2026.
Nalls Sherbakoff Group 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 0.33% of Nalls Sherbakoff Group's portfolio in Q2 2026, its #54 holding.
Nalls Sherbakoff Group first reported a position in U.S. High Relative Profitability Portfolio ETF Class Shares in Q1 2023 and has held it in 10 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 Nalls Sherbakoff Group's 13F filing for Q2 2026, filed 17 Aug 2026.