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

Phillips Financial 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 		– Sell
-1,166,460
Closed -$48.7M – 286
2026
Q2 		$48.7M Sell
1,166,460
-82,246
-7% -$3.28M 3.57% 7
2026
Q1 		$45.9M Sell
1,248,706
-97,818
-7% -$3.75M 3.33% 7
2025
Q4 		$51.2M Buy
1,346,524
+123,991
+10% +$4.7M 3.3% 5
2025
Q3 		$46.2M Buy
1,222,533
+143,228
+13% +$5.25M 3.05% 7
2025
Q2 		$38.4M Buy
1,079,305
+93,665
+10% +$3.13M 2.78% 10
2025
Q1 		$32.7M Buy
985,640
+143,046
+17% +$4.91M 2.52% 12
2024
Q4 		$28.5M Buy
842,594
+350,604
+71% +$12.1M 2.24% 13
2024
Q3 		$16.8M Buy
491,990
+102,407
+26% +$3.35M 1.3% 24
2024
Q2 		$12.5M Buy
389,583
+68,313
+21% +$2.12M 1.03% 29
2024
Q1 		$10.2M Buy
321,270
+64,044
+25% +$1.92M 0.83% 30
2023
Q4 		$7.36M Buy
257,226
+55,437
+27% +$1.48M 0.64% 38
2023
Q3 		$5.18M Buy
201,789
+100,946
+100% +$2.7M 0.49% 46
2023
Q2 		$2.68M Buy
100,843
+89,397
+781% +$2.26M 0.25% 70
2023
Q1 		$288K Buy
+11,446
New +$283K 0.03% 145

Other funds holding DUHP

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return
Forum Financial Management
Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Focus Partners Advisor Solutions
Focus Partners Advisor Solutions Saint Louis, Missouri $12.4B AUM 18.32% 1-Year Est. Return
Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return
TCI Wealth Advisors
TCI Wealth Advisors Tucson, Arizona $2.49B AUM 17.07% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Petersen Hastings Wealth Advisors
Petersen Hastings Wealth Advisors Kennewick, Washington $1.21B AUM 9.84% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
RW Investment Management
RW Investment Management Eagle, Idaho $1.13B AUM

Phillips Financial Management's DUHP Position: Q3 2026 in Review

Phillips Financial Management sold out of U.S. High Relative Profitability Portfolio ETF Class Shares (DUHP) in Q3 2026, closing a stake of 1,166,460 shares — an estimated $48.7M sold.

Phillips Financial Management first reported a position in DUHP in Q1 2023 and held it in 14 quarters. The position peaked at $51.2M in Q4 2025. 383 funds tracked by Wall St. Rank hold DUHP as of Q3 2026.

  • Phillips Financial Management reported no remaining U.S. High Relative Profitability Portfolio ETF Class Shares position as of Q3 2026 after selling out during the quarter.
  • Phillips Financial Management sold 1,166,460 U.S. High Relative Profitability Portfolio ETF Class Shares shares in Q3 2026, an estimated $48.7M.
  • Phillips Financial Management first reported a position in U.S. High Relative Profitability Portfolio ETF Class Shares in Q1 2023 and held it in 14 quarters.
  • Phillips Financial Management's U.S. High Relative Profitability Portfolio ETF Class Shares position peaked at $51.2M in Q4 2025.
  • 383 funds tracked by Wall St. Rank held U.S. High Relative Profitability Portfolio ETF Class Shares as of Q3 2026.

Based on Phillips Financial Management's 13F filing for Q3 2026, filed 19 Oct 2026.