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

Physician Wealth Solutions’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	$261K	Hold	6,238	–	–	0.1%	42
2026 Q2	$260K	Hold	6,238	–	–	0.1%	44
2026 Q1	$229K	Hold	6,238	–	–	0.09%	45
2025 Q4	$237K	Hold	6,238	–	–	0.1%	44
2025 Q3	$236K	Hold	6,238	–	–	0.1%	45
2025 Q2	$222K	Sell	6,238 -1,120	-15%	-$37.4K	0.1%	45
2025 Q1	$244K	Hold	7,358	–	–	0.12%	39
2024 Q4	$249K	Hold	7,358	–	–	0.12%	40
2024 Q3	$251K	Hold	7,358	–	–	0.13%	38
2024 Q2	$235K	Buy	+7,358	New	+$229K	0.17%	39

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

Physician Wealth Solutions's DUHP Position: Q3 2026 in Review

Physician Wealth Solutions held its U.S. High Relative Profitability Portfolio ETF Class Shares (DUHP) position steady in Q3 2026 at 6,238 shares worth $261K. The position accounts for 0.1% of the portfolio, ranked #42.

Physician Wealth Solutions first reported a position in DUHP in Q2 2024 and has held it in 10 quarters since. 246 funds tracked by Wall St. Rank hold DUHP as of Q3 2026.

Physician Wealth Solutions held 6,238 shares of U.S. High Relative Profitability Portfolio ETF Class Shares worth $261K as of Q3 2026.
Physician Wealth Solutions 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 0.1% of Physician Wealth Solutions's portfolio in Q3 2026, its #42 holding.
Physician Wealth Solutions 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.
246 funds tracked by Wall St. Rank held U.S. High Relative Profitability Portfolio ETF Class Shares as of Q3 2026.

Based on Physician Wealth Solutions's 13F filing for Q3 2026, filed 14 Oct 2026.