Rockwood Wealth Management’s U.S. High Relative Profitability Portfolio ETF Class Shares DUHP Stock Holding History

Rockwood Wealth Management’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	$536K	Buy	12,834 +593	+5%	+$23.7K	0.03%	76
2026 Q1	$450K	Hold	12,241	–	–	0.03%	73
2025 Q4	$466K	Buy	12,241 +1,701	+16%	+$64.4K	0.03%	65
2025 Q3	$398K	Buy	10,540 +2,782	+36%	+$102K	0.03%	71
2025 Q2	$276K	Buy	+7,758	New	+$259K	0.02%	82

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

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 Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

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

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

Rockwood Wealth Management's DUHP Position: Q2 2026 in Review

Rockwood Wealth Management increased its U.S. High Relative Profitability Portfolio ETF Class Shares (DUHP) stake by 4.8% in Q2 2026, buying an estimated $23.7K and bringing the position to 12,834 shares worth $536K. The position accounts for 0.03% of the portfolio, ranked #76.

Rockwood Wealth Management first reported a position in DUHP in Q2 2025 and has held it in 5 quarters since. 561 funds tracked by Wall St. Rank hold DUHP as of Q2 2026.

Rockwood Wealth Management held 12,834 shares of U.S. High Relative Profitability Portfolio ETF Class Shares worth $536K as of Q2 2026.
Rockwood Wealth Management bought 593 U.S. High Relative Profitability Portfolio ETF Class Shares shares in Q2 2026, an estimated $23.7K.
U.S. High Relative Profitability Portfolio ETF Class Shares made up 0.03% of Rockwood Wealth Management's portfolio in Q2 2026, its #76 holding.
Rockwood Wealth Management first reported a position in U.S. High Relative Profitability Portfolio ETF Class Shares in Q2 2025 and has held it in 5 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 Rockwood Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.