PCI
DUHP icon

Planning Center Inc’s U.S. High Relative Profitability Portfolio ETF Class Shares DUHP Stock Holding History

Planning Center Inc’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 		$69.8M Buy
1,673,148
+20,923
+1% +$835K 6.59% 6
2026
Q1 		$60.7M Buy
1,652,225
+34,783
+2% +$1.33M 6.15% 6
2025
Q4 		$61.5M Sell
1,617,442
-100,837
-6% -$3.82M 6.28% 6
2025
Q3 		$64.9M Buy
1,718,279
+7,556
+0.4% +$277K 6.81% 6
2025
Q2 		$60.8M Buy
1,710,723
+52,530
+3% +$1.75M 6.73% 6
2025
Q1 		$55M Buy
1,658,193
+49,217
+3% +$1.69M 6.5% 6
2024
Q4 		$54.4M Sell
1,608,976
-30,157
-2% -$1.04M 6.9% 6
2024
Q3 		$55.8M Sell
1,639,133
-13,641
-0.8% -$447K 6.88% 6
2024
Q2 		$52.9M Buy
1,652,774
+25,945
+2% +$807K 6.91% 6
2024
Q1 		$51.4M Buy
1,626,829
+27,353
+2% +$820K 11.19% 3
2023
Q4 		$45.8M Buy
1,599,476
+3,196
+0.2% +$85.5K 10.61% 3
2023
Q3 		$41M Buy
1,596,280
+40,940
+3% +$1.09M 10.66% 3
2023
Q2 		$41.3M Buy
1,555,340
+69,905
+5% +$1.76M 10.49% 3
2023
Q1 		$37.4M Buy
1,485,435
+364,623
+33% +$9.02M 10.27% 3
2022
Q4 		$26.9M Buy
+1,120,812
New +$26.6M 8.19% 5

Other funds holding DUHP

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

Planning Center Inc's DUHP Position: Q2 2026 in Review

Planning Center Inc increased its U.S. High Relative Profitability Portfolio ETF Class Shares (DUHP) stake by 1.3% in Q2 2026, buying an estimated $835K and bringing the position to 1,673,148 shares worth $69.8M. The position accounts for 6.59% of the portfolio, ranked #6.

Planning Center Inc first reported a position in DUHP in Q4 2022 and has held it in 15 quarters since. 561 funds tracked by Wall St. Rank hold DUHP as of Q2 2026.

  • Planning Center Inc held 1,673,148 shares of U.S. High Relative Profitability Portfolio ETF Class Shares worth $69.8M as of Q2 2026.
  • Planning Center Inc bought 20,923 U.S. High Relative Profitability Portfolio ETF Class Shares shares in Q2 2026, an estimated $835K.
  • U.S. High Relative Profitability Portfolio ETF Class Shares made up 6.59% of Planning Center Inc's portfolio in Q2 2026, its #6 holding.
  • Planning Center Inc first reported a position in U.S. High Relative Profitability Portfolio ETF Class Shares in Q4 2022 and has held it in 15 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 Planning Center Inc's 13F filing for Q2 2026, filed 30 Jul 2026.