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

Plancorp LLC’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 Q2	$535K	Sell	12,870 -127	-1%	-$5.07K	0.01%	244
2026 Q1	$493K	Buy	12,997 +2,734	+27%	+$105K	0.01%	228
2025 Q4	$390K	Hold	10,263	–	–	0.01%	249
2025 Q3	$388K	Buy	10,263 +29	+0.3%	+$1.06K	0.01%	261
2025 Q2	$364K	Buy	10,234 +34	+0.3%	+$1.14K	0.01%	265
2025 Q1	$338K	Buy	10,200 +1,487	+17%	+$51.1K	0.01%	260
2024 Q4	$294K	Buy	8,713 +1,460	+20%	+$50.5K	0.01%	254
2024 Q3	$247K	Buy	+7,253	New	+$238K	0.01%	274

Other funds holding DUHP

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return

Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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 $11.8B AUM 25.68% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

Plancorp LLC's DUHP Position: Q2 2026 in Review

Plancorp LLC reduced its U.S. High Relative Profitability Portfolio ETF Class Shares (DUHP) stake by 0.98% in Q2 2026, selling an estimated $5.07K and leaving 12,870 shares worth $535K. The position accounts for 0.01% of the portfolio, ranked #244.

Plancorp LLC first reported a position in DUHP in Q3 2024 and has held it in 8 quarters since. 561 funds tracked by Wall St. Rank hold DUHP as of Q2 2026.

Plancorp LLC held 12,870 shares of U.S. High Relative Profitability Portfolio ETF Class Shares worth $535K as of Q2 2026.
Plancorp LLC sold 127 U.S. High Relative Profitability Portfolio ETF Class Shares shares in Q2 2026, an estimated $5.07K.
U.S. High Relative Profitability Portfolio ETF Class Shares made up 0.01% of Plancorp LLC's portfolio in Q2 2026, its #244 holding.
Plancorp LLC first reported a position in U.S. High Relative Profitability Portfolio ETF Class Shares in Q3 2024 and has held it in 8 quarters since.
561 funds tracked by Wall St. Rank held U.S. High Relative Profitability Portfolio ETF Class Shares as of Q2 2026.

Based on Plancorp LLC's 13F filing for Q2 2026, filed 14 Jul 2026.