Pinnacle Bancorp’s U.S. High Relative Profitability Portfolio ETF Class Shares DUHP Stock Holding History

Pinnacle Bancorp’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	$244K	Buy	5,793 +478	+9%	+$20K	0.07%	232
2026 Q2	$222K	Sell	5,315 -207	-4%	-$8.26K	0.06%	242
2026 Q1	$203K	Sell	5,522 -23	-0.4%	-$882	0.06%	238
2025 Q4	$211K	Sell	5,545 -43	-0.8%	-$1.63K	0.06%	228
2025 Q3	$211K	Sell	5,588 -253	-4%	-$9.28K	0.06%	232
2025 Q2	$208K	Sell	5,841 -465	-7%	-$15.5K	0.06%	225
2025 Q1	$209K	Sell	6,306 -677	-10%	-$23.3K	0.07%	216
2024 Q4	$236K	Buy	6,983 +1,334	+24%	+$46.2K	0.08%	196
2024 Q3	$192K	Hold	5,649	–	–	0.05%	219
2024 Q2	$181K	Buy	5,649 +1,230	+28%	+$38.2K	0.05%	215
2024 Q1	$140K	Buy	4,419 +1,398	+46%	+$41.9K	0.04%	243
2023 Q4	$86.4K	Buy	+3,021	New	+$80.8K	0.03%	295

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

Pinnacle Bancorp's DUHP Position: Q3 2026 in Review

Pinnacle Bancorp increased its U.S. High Relative Profitability Portfolio ETF Class Shares (DUHP) stake by 9% in Q3 2026, buying an estimated $20K and bringing the position to 5,793 shares worth $244K. The position accounts for 0.07% of the portfolio, ranked #232.

Pinnacle Bancorp first reported a position in DUHP in Q4 2023 and has held it in 12 quarters since. 107 funds tracked by Wall St. Rank hold DUHP as of Q3 2026.

Pinnacle Bancorp held 5,793 shares of U.S. High Relative Profitability Portfolio ETF Class Shares worth $244K as of Q3 2026.
Pinnacle Bancorp bought 478 U.S. High Relative Profitability Portfolio ETF Class Shares shares in Q3 2026, an estimated $20K.
U.S. High Relative Profitability Portfolio ETF Class Shares made up 0.07% of Pinnacle Bancorp's portfolio in Q3 2026, its #232 holding.
Pinnacle Bancorp first reported a position in U.S. High Relative Profitability Portfolio ETF Class Shares in Q4 2023 and has held it in 12 quarters since.
107 funds tracked by Wall St. Rank held U.S. High Relative Profitability Portfolio ETF Class Shares as of Q3 2026.

Based on Pinnacle Bancorp's 13F filing for Q3 2026, filed 21 Oct 2026.