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

Saxony Capital 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	$271K	Sell	6,500 -1,000	-13%	-$39.9K	0.12%	136
2026 Q1	$276K	Hold	7,500	–	–	0.16%	117
2025 Q4	$285K	Hold	7,500	–	–	0.17%	114
2025 Q3	$283K	Buy	+7,500	New	+$275K	0.19%	111

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

Saxony Capital Management's DUHP Position: Q2 2026 in Review

Saxony Capital Management reduced its U.S. High Relative Profitability Portfolio ETF Class Shares (DUHP) stake by 13% in Q2 2026, selling an estimated $39.9K and leaving 6,500 shares worth $271K. The position accounts for 0.12% of the portfolio, ranked #136.

Saxony Capital Management first reported a position in DUHP in Q3 2025 and has held it in 4 quarters since. The position peaked at $285K in Q4 2025. 561 funds tracked by Wall St. Rank hold DUHP as of Q2 2026.

Saxony Capital Management held 6,500 shares of U.S. High Relative Profitability Portfolio ETF Class Shares worth $271K as of Q2 2026.
Saxony Capital Management sold 1,000 U.S. High Relative Profitability Portfolio ETF Class Shares shares in Q2 2026, an estimated $39.9K.
U.S. High Relative Profitability Portfolio ETF Class Shares made up 0.12% of Saxony Capital Management's portfolio in Q2 2026, its #136 holding.
Saxony Capital Management first reported a position in U.S. High Relative Profitability Portfolio ETF Class Shares in Q3 2025 and has held it in 4 quarters since.
Saxony Capital Management's U.S. High Relative Profitability Portfolio ETF Class Shares position peaked at $285K in Q4 2025.
561 funds tracked by Wall St. Rank held U.S. High Relative Profitability Portfolio ETF Class Shares as of Q2 2026.

Based on Saxony Capital Management's 13F filing for Q2 2026, filed 15 Jul 2026.