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

Pinnacle Wealth Planning Services’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	$1.01K	Sell	24 -1,010	-98%	-$42.4K	﹤0.01%	2608
2026 Q2	$43.1K	Buy	1,034 +1,010	+4,208%	+$40.3K	﹤0.01%	1385
2026 Q1	$882	Hold	24	–	–	﹤0.01%	2572
2025 Q4	$913	Buy	+24	New	+$909	﹤0.01%	2599

Other funds holding DUHP

Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return

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

Focus Partners Advisor Solutions Saint Louis, Missouri $12.4B AUM 18.32% 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

Pinnacle Wealth Planning Services's DUHP Position: Q3 2026 in Review

Pinnacle Wealth Planning Services reduced its U.S. High Relative Profitability Portfolio ETF Class Shares (DUHP) stake by 98% in Q3 2026, selling an estimated $42.4K and leaving 24 shares worth $1.01K. The position accounts for ﹤0.01% of the portfolio, ranked #2608.

Pinnacle Wealth Planning Services first reported a position in DUHP in Q4 2025 and has held it in 4 quarters since. The position peaked at $43.1K in Q2 2026. 383 funds tracked by Wall St. Rank hold DUHP as of Q3 2026.

Pinnacle Wealth Planning Services held 24 shares of U.S. High Relative Profitability Portfolio ETF Class Shares worth $1.01K as of Q3 2026.
Pinnacle Wealth Planning Services sold 1,010 U.S. High Relative Profitability Portfolio ETF Class Shares shares in Q3 2026, an estimated $42.4K.
U.S. High Relative Profitability Portfolio ETF Class Shares made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #2608 holding.
Pinnacle Wealth Planning Services first reported a position in U.S. High Relative Profitability Portfolio ETF Class Shares in Q4 2025 and has held it in 4 quarters since.
Pinnacle Wealth Planning Services's U.S. High Relative Profitability Portfolio ETF Class Shares position peaked at $43.1K in Q2 2026.
383 funds tracked by Wall St. Rank held U.S. High Relative Profitability Portfolio ETF Class Shares as of Q3 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2026, filed 27 Oct 2026.