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

Stifel Financial’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	$18.4M	Sell	437,988 -7,056	-2%	-$296K	0.02%	714
2026 Q2	$18.6M	Sell	445,044 -12,023	-3%	-$480K	0.02%	716
2026 Q1	$16.8M	Sell	457,067 -11,460	-2%	-$440K	0.02%	710
2025 Q4	$17.8M	Sell	468,527 -332	-0.1%	-$12.6K	0.02%	681
2025 Q3	$17.7M	Sell	468,859 -10,009	-2%	-$367K	0.02%	678
2025 Q2	$17M	Sell	478,868 -12,841	-3%	-$429K	0.02%	659
2025 Q1	$16.3M	Sell	491,709 -2,883	-0.6%	-$99.1K	0.02%	644
2024 Q4	$16.7M	Sell	494,592 -7,636	-2%	-$264K	0.02%	635
2024 Q3	$17.1M	Sell	502,228 -4,834	-1%	-$158K	0.02%	636
2024 Q2	$16.2M	Sell	507,062 -3,541	-0.7%	-$110K	0.02%	615
2024 Q1	$16.1M	Buy	510,603 +96,788	+23%	+$2.9M	0.02%	627
2023 Q4	$11.8M	Buy	413,815 +17,356	+4%	+$464K	0.01%	710
2023 Q3	$10.2M	Buy	396,459 +113,645	+40%	+$3.04M	0.01%	711
2023 Q2	$7.51M	Buy	282,814 +71,360	+34%	+$1.8M	0.01%	834
2023 Q1	$5.32M	Buy	211,454 +78,773	+59%	+$1.95M	0.01%	984
2022 Q4	$3.19M	Buy	132,681 +20,410	+18%	+$484K	﹤0.01%	1224
2022 Q3	$2.4M	Buy	+112,271	New	+$2.66M	﹤0.01%	1339

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

Stifel Financial's DUHP Position: Q3 2026 in Review

Stifel Financial reduced its U.S. High Relative Profitability Portfolio ETF Class Shares (DUHP) stake by 1.6% in Q3 2026, selling an estimated $296K and leaving 437,988 shares worth $18.4M. The position accounts for 0.02% of the portfolio, ranked #714.

Stifel Financial first reported a position in DUHP in Q3 2022 and has held it in 17 quarters since. The position peaked at $18.6M in Q2 2026. 383 funds tracked by Wall St. Rank hold DUHP as of Q3 2026.

Stifel Financial held 437,988 shares of U.S. High Relative Profitability Portfolio ETF Class Shares worth $18.4M as of Q3 2026.
Stifel Financial sold 7,056 U.S. High Relative Profitability Portfolio ETF Class Shares shares in Q3 2026, an estimated $296K.
U.S. High Relative Profitability Portfolio ETF Class Shares made up 0.02% of Stifel Financial's portfolio in Q3 2026, its #714 holding.
Stifel Financial first reported a position in U.S. High Relative Profitability Portfolio ETF Class Shares in Q3 2022 and has held it in 17 quarters since.
Stifel Financial's U.S. High Relative Profitability Portfolio ETF Class Shares position peaked at $18.6M in Q2 2026.
383 funds tracked by Wall St. Rank held U.S. High Relative Profitability Portfolio ETF Class Shares as of Q3 2026.

Based on Stifel Financial's 13F filing for Q3 2026, filed 12 Nov 2026.