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

Perigon 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	$455K	Hold	10,852	–	–	0.01%	947
2026 Q2	$453K	Hold	10,852	–	–	0.01%	935
2026 Q1	$399K	Hold	10,852	–	–	0.01%	903
2025 Q4	$413K	Hold	10,852	–	–	0.01%	872
2025 Q3	$410K	Hold	10,852	–	–	0.01%	820
2025 Q2	$386K	Hold	10,852	–	–	0.01%	753
2025 Q1	$360K	Buy	10,852 +91	+0.8%	+$3.13K	0.01%	744
2024 Q4	$369K	Buy	10,761 +684	+7%	+$23.7K	0.01%	742
2024 Q3	$343K	Sell	10,077 -209	-2%	-$6.84K	0.01%	736
2024 Q2	$329K	Buy	+10,286	New	+$320K	0.01%	658

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

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

Perigon Wealth Management held its U.S. High Relative Profitability Portfolio ETF Class Shares (DUHP) position steady in Q3 2026 at 10,852 shares worth $455K. The position accounts for 0.01% of the portfolio, ranked #947.

Perigon Wealth Management first reported a position in DUHP in Q2 2024 and has held it in 10 quarters since. 270 funds tracked by Wall St. Rank hold DUHP as of Q3 2026.

Perigon Wealth Management held 10,852 shares of U.S. High Relative Profitability Portfolio ETF Class Shares worth $455K as of Q3 2026.
Perigon 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 0.01% of Perigon Wealth Management's portfolio in Q3 2026, its #947 holding.
Perigon Wealth Management first reported a position in U.S. High Relative Profitability Portfolio ETF Class Shares in Q2 2024 and has held it in 10 quarters since.
270 funds tracked by Wall St. Rank held U.S. High Relative Profitability Portfolio ETF Class Shares as of Q3 2026.

Based on Perigon Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.