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SC&H Financial Advisors’s U.S. High Relative Profitability Portfolio ETF Class Shares DUHP Stock Holding History

SC&H Financial Advisors’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 		– Sell
-18,733
Closed -$782K – 162
2026
Q2 		$782K Buy
18,733
+5
+0% +$199 0.1% 79
2026
Q1 		$688K Sell
18,728
-637
-3% -$24.4K 0.1% 79
2025
Q4 		$736K Buy
19,365
+1,995
+11% +$75.6K 0.11% 79
2025
Q3 		$656K Sell
17,370
-6,848
-28% -$251K 0.11% 81
2025
Q2 		$861K Buy
24,218
+2,425
+11% +$81K 0.15% 75
2025
Q1 		$722K Buy
21,793
+53
+0.2% +$1.82K 0.14% 77
2024
Q4 		$735K Buy
21,740
+64
+0.3% +$2.21K 0.15% 78
2024
Q3 		$739K Buy
21,676
+64
+0.3% +$2.1K 0.16% 78
2024
Q2 		$691K Buy
21,612
+633
+3% +$19.7K 0.17% 76
2024
Q1 		$663K Buy
20,979
+51
+0.2% +$1.53K 0.17% 78
2023
Q4 		$599K Buy
20,928
+2,668
+15% +$71.4K 0.17% 80
2023
Q3 		$469K Buy
18,260
+87
+0.5% +$2.33K 0.16% 90
2023
Q2 		$482K Buy
18,173
+64
+0.4% +$1.61K 0.16% 90
2023
Q1 		$455K Buy
18,109
+58
+0.3% +$1.44K 0.17% 88
2022
Q4 		$433K Buy
18,051
+85
+0.5% +$2.02K 0.18% 86
2022
Q3 		$383K Buy
+17,966
New +$425K 0.19% 90

Other funds holding DUHP

AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
FB
Fulton Bank Lancaster, Pennsylvania $3.29B AUM 13.65% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return
FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return
DWS
Discipline Wealth Solutions Greenville, South Carolina $1.15B AUM 12.89% 1-Year Est. Return
MSWMA
Market Street Wealth Management Advisors Indianapolis, Indiana $703M AUM 10.22% 1-Year Est. Return
PWM
Parkshore Wealth Management Granite Bay, California $394M AUM 11.59% 1-Year Est. Return
LFA
Level Financial Advisors East Amherst, New York $453M AUM 9.9% 1-Year Est. Return

SC&H Financial Advisors's DUHP Position: Q3 2026 in Review

SC&H Financial Advisors sold out of U.S. High Relative Profitability Portfolio ETF Class Shares (DUHP) in Q3 2026, closing a stake of 18,733 shares — an estimated $782K sold.

SC&H Financial Advisors first reported a position in DUHP in Q3 2022 and held it in 16 quarters. The position peaked at $861K in Q2 2025. 30 funds tracked by Wall St. Rank hold DUHP as of Q3 2026.

  • SC&H Financial Advisors reported no remaining U.S. High Relative Profitability Portfolio ETF Class Shares position as of Q3 2026 after selling out during the quarter.
  • SC&H Financial Advisors sold 18,733 U.S. High Relative Profitability Portfolio ETF Class Shares shares in Q3 2026, an estimated $782K.
  • SC&H Financial Advisors first reported a position in U.S. High Relative Profitability Portfolio ETF Class Shares in Q3 2022 and held it in 16 quarters.
  • SC&H Financial Advisors's U.S. High Relative Profitability Portfolio ETF Class Shares position peaked at $861K in Q2 2025.
  • 30 funds tracked by Wall St. Rank held U.S. High Relative Profitability Portfolio ETF Class Shares as of Q3 2026.

Based on SC&H Financial Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.