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

Retirement Solution’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	$54.7M	Buy	1,306,105 +6,428	+0.5%	+$270K	12.07%	2
2026 Q2	$54.2M	Sell	1,299,677 -11,937	-0.9%	-$476K	24.17%	1
2026 Q1	$48.2M	Buy	1,311,614 +13,049	+1%	+$500K	11.4%	2
2025 Q4	$49.4M	Buy	1,298,565 +14,883	+1%	+$564K	10.94%	2
2025 Q3	$48.5M	Sell	1,283,682 -6,014	-0.5%	-$221K	11.56%	2
2025 Q2	$45.9M	Sell	1,289,696 -621	-0%	-$20.7K	11.71%	2
2025 Q1	$42.8M	Buy	1,290,317 +615,356	+91%	+$21.1M	12.13%	2
2024 Q4	$22.8M	Sell	674,961 -14,306	-2%	-$495K	5.97%	3
2024 Q3	$23.5M	Sell	689,267 -18,587	-3%	-$609K	5.72%	3
2024 Q2	$22.6M	Sell	707,854 -3,787	-0.5%	-$118K	6.08%	3
2024 Q1	$22.5M	Sell	711,641 -4,701	-0.7%	-$141K	6.09%	3
2023 Q4	$20.5M	Buy	716,342 +9,914	+1%	+$265K	6.06%	3
2023 Q3	$18.1M	Buy	706,428 +22,895	+3%	+$612K	5.99%	3
2023 Q2	$18.1M	Buy	683,533 +24,044	+4%	+$607K	5.85%	3
2023 Q1	$16.6M	Buy	+659,489	New	+$16.3M	5.83%	3

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

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

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

Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return

Aprio Wealth Management Atlanta, Georgia $2.2B AUM 16.74% 1-Year Est. Return

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 9.69% 1-Year Est. Return

Retirement Solution's DUHP Position: Q3 2026 in Review

Retirement Solution increased its U.S. High Relative Profitability Portfolio ETF Class Shares (DUHP) stake by 0.49% in Q3 2026, buying an estimated $270K and bringing the position to 1,306,105 shares worth $54.7M. The position accounts for 12.07% of the portfolio, ranked #2.

Retirement Solution first reported a position in DUHP in Q1 2023 and has held it in 15 quarters since. 156 funds tracked by Wall St. Rank hold DUHP as of Q3 2026.

Retirement Solution held 1,306,105 shares of U.S. High Relative Profitability Portfolio ETF Class Shares worth $54.7M as of Q3 2026.
Retirement Solution bought 6,428 U.S. High Relative Profitability Portfolio ETF Class Shares shares in Q3 2026, an estimated $270K.
U.S. High Relative Profitability Portfolio ETF Class Shares made up 12.07% of Retirement Solution's portfolio in Q3 2026, its #2 holding.
Retirement Solution first reported a position in U.S. High Relative Profitability Portfolio ETF Class Shares in Q1 2023 and has held it in 15 quarters since.
156 funds tracked by Wall St. Rank held U.S. High Relative Profitability Portfolio ETF Class Shares as of Q3 2026.

Based on Retirement Solution's 13F filing for Q3 2026, filed 23 Oct 2026.