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

Parkshore 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	$20.9M	Buy	499,319 +127,116	+34%	+$5.33M	5.32%	6
2026 Q2	$15.5M	Buy	372,203 +39,808	+12%	+$1.59M	4.46%	5
2026 Q1	$12.2M	Buy	332,395 +61,420	+23%	+$2.36M	4.08%	6
2025 Q4	$10.3M	Buy	270,975 +38,228	+16%	+$1.45M	3.87%	7
2025 Q3	$8.79M	Buy	232,747 +33,919	+17%	+$1.24M	3.58%	9
2025 Q2	$7.07M	Buy	198,828 +34,181	+21%	+$1.14M	3.46%	8
2025 Q1	$5.46M	Buy	164,647 +25,839	+19%	+$888K	3.17%	9
2024 Q4	$4.69M	Buy	+138,808	New	+$4.8M	2.82%	10

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

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

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

Retirement Solution Redmond, Washington $526M AUM 15.98% 1-Year Est. Return

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 9.69% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Fulton Bank Lancaster, Pennsylvania $3.29B AUM 13.65% 1-Year Est. Return

True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

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

Parkshore Wealth Management increased its U.S. High Relative Profitability Portfolio ETF Class Shares (DUHP) stake by 34% in Q3 2026, buying an estimated $5.33M and bringing the position to 499,319 shares worth $20.9M. The position accounts for 5.32% of the portfolio, ranked #6.

Parkshore Wealth Management first reported a position in DUHP in Q4 2024 and has held it in 8 quarters since. 100 funds tracked by Wall St. Rank hold DUHP as of Q3 2026.

Parkshore Wealth Management held 499,319 shares of U.S. High Relative Profitability Portfolio ETF Class Shares worth $20.9M as of Q3 2026.
Parkshore Wealth Management bought 127,116 U.S. High Relative Profitability Portfolio ETF Class Shares shares in Q3 2026, an estimated $5.33M.
U.S. High Relative Profitability Portfolio ETF Class Shares made up 5.32% of Parkshore Wealth Management's portfolio in Q3 2026, its #6 holding.
Parkshore Wealth Management first reported a position in U.S. High Relative Profitability Portfolio ETF Class Shares in Q4 2024 and has held it in 8 quarters since.
100 funds tracked by Wall St. Rank held U.S. High Relative Profitability Portfolio ETF Class Shares as of Q3 2026.

Based on Parkshore Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.