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Stolz & Associates’s U.S. High Relative Profitability Portfolio ETF Class Shares DUHP Stock Holding History

Stolz & Associates’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 		$31.9M Buy
763,427
+27,525
+4% +$1.1M 19.89% 1
2026
Q1 		$28.6M Buy
735,902
+47,690
+7% +$1.83M 19.95% 1
2025
Q4 		$26.2M Buy
+688,212
New +$26.1M 20.19% 1

Other funds holding DUHP

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Focus Partners Wealth
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
AC
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
AF
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
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

Stolz & Associates's DUHP Position: Q2 2026 in Review

Stolz & Associates increased its U.S. High Relative Profitability Portfolio ETF Class Shares (DUHP) stake by 3.7% in Q2 2026, buying an estimated $1.1M and bringing the position to 763,427 shares worth $31.9M. The position accounts for 19.89% of the portfolio, ranked #1.

Stolz & Associates first reported a position in DUHP in Q4 2025 and has held it in 3 quarters since. 561 funds tracked by Wall St. Rank hold DUHP as of Q2 2026.

  • Stolz & Associates held 763,427 shares of U.S. High Relative Profitability Portfolio ETF Class Shares worth $31.9M as of Q2 2026.
  • Stolz & Associates bought 27,525 U.S. High Relative Profitability Portfolio ETF Class Shares shares in Q2 2026, an estimated $1.1M.
  • U.S. High Relative Profitability Portfolio ETF Class Shares made up 19.89% of Stolz & Associates's portfolio in Q2 2026, its #1 holding.
  • Stolz & Associates first reported a position in U.S. High Relative Profitability Portfolio ETF Class Shares in Q4 2025 and has held it in 3 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 Stolz & Associates's 13F filing for Q2 2026, filed 29 Jul 2026.