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

Stewardship 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	$662K	Buy	15,798 +327	+2%	+$13.7K	0.14%	80
2026 Q2	$646K	Buy	15,471 +581	+4%	+$23.2K	0.13%	80
2026 Q1	$547K	Buy	14,890 +139	+0.9%	+$5.33K	0.13%	83
2025 Q4	$561K	Sell	14,751 -55	-0.4%	-$2.08K	0.13%	82
2025 Q3	$559K	Sell	14,806 -1,265	-8%	-$46.4K	0.13%	74
2025 Q2	$571K	Buy	16,071 +997	+7%	+$33.3K	0.14%	70
2025 Q1	$500K	Buy	15,074 +2,473	+20%	+$85K	0.14%	71
2024 Q4	$426K	Buy	12,601 +1,758	+16%	+$60.8K	0.12%	98
2024 Q3	$369K	Buy	+10,843	New	+$355K	0.1%	84

Other funds holding DUHP

Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return

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

Focus Partners Advisor Solutions Saint Louis, Missouri $12.4B AUM 18.32% 1-Year Est. Return

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

TCI Wealth Advisors Tucson, Arizona $2.49B AUM 17.07% 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

RW Investment Management Eagle, Idaho $1.13B AUM

Stewardship Advisors's DUHP Position: Q3 2026 in Review

Stewardship Advisors increased its U.S. High Relative Profitability Portfolio ETF Class Shares (DUHP) stake by 2.1% in Q3 2026, buying an estimated $13.7K and bringing the position to 15,798 shares worth $662K. The position accounts for 0.14% of the portfolio, ranked #80.

Stewardship Advisors first reported a position in DUHP in Q3 2024 and has held it in 9 quarters since. 383 funds tracked by Wall St. Rank hold DUHP as of Q3 2026.

Stewardship Advisors held 15,798 shares of U.S. High Relative Profitability Portfolio ETF Class Shares worth $662K as of Q3 2026.
Stewardship Advisors bought 327 U.S. High Relative Profitability Portfolio ETF Class Shares shares in Q3 2026, an estimated $13.7K.
U.S. High Relative Profitability Portfolio ETF Class Shares made up 0.14% of Stewardship Advisors's portfolio in Q3 2026, its #80 holding.
Stewardship Advisors first reported a position in U.S. High Relative Profitability Portfolio ETF Class Shares in Q3 2024 and has held it in 9 quarters since.
383 funds tracked by Wall St. Rank held U.S. High Relative Profitability Portfolio ETF Class Shares as of Q3 2026.

Based on Stewardship Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.