Strategic Investment Solutions’s U.S. High Relative Profitability Portfolio ETF Class Shares DUHP Stock Holding History

Strategic Investment Solutions’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	$5.62M	Buy	134,718 +5,189	+4%	+$207K	1.29%	15
2026 Q1	$4.76M	Sell	129,529 -13,169	-9%	-$505K	1.15%	20
2025 Q4	$5.43M	Sell	142,698 -28,864	-17%	-$1.09M	1.3%	20
2025 Q3	$6.48M	Sell	171,562 -88,484	-34%	-$3.24M	1.71%	12
2025 Q2	$9.25M	Sell	260,046 -177,723	-41%	-$5.93M	2.8%	7
2025 Q1	$14.5M	Sell	437,769 -93,377	-18%	-$3.21M	4.22%	5
2024 Q4	$16M	Buy	531,146 +37,904	+8%	+$1.31M	5.34%	3
2024 Q3	$16.8M	Buy	493,242 +24,227	+5%	+$793K	5.04%	4
2024 Q2	$15.3M	Buy	+469,015	New	+$14.6M	4.93%	4
2023 Q4	$13.1M	Sell	458,407 -5,915,349	-93%	-$158M	2.28%	9
2023 Q3	$170M	Buy	6,373,756 +6,302,947	+8,901%	+$168M	2.1%	13
2023 Q2	$1.8M	Sell	70,809 -389,340	-85%	-$9.83M	0.37%	28
2023 Q1	$11.6M	Buy	460,149 +9,172	+2%	+$227K	2.27%	8
2022 Q4	$11.6M	Buy	+450,977	New	+$10.7M	5.7%	4

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 $3.68B AUM 13.84% 1-Year Est. Return

Strategic Investment Solutions's DUHP Position: Q2 2026 in Review

Strategic Investment Solutions increased its U.S. High Relative Profitability Portfolio ETF Class Shares (DUHP) stake by 4% in Q2 2026, buying an estimated $207K and bringing the position to 134,718 shares worth $5.62M. The position accounts for 1.29% of the portfolio, ranked #15.

Strategic Investment Solutions first reported a position in DUHP in Q4 2022 and has held it in 14 quarters since. The position peaked at $170M in Q3 2023. 561 funds tracked by Wall St. Rank hold DUHP as of Q2 2026.

Strategic Investment Solutions held 134,718 shares of U.S. High Relative Profitability Portfolio ETF Class Shares worth $5.62M as of Q2 2026.
Strategic Investment Solutions bought 5,189 U.S. High Relative Profitability Portfolio ETF Class Shares shares in Q2 2026, an estimated $207K.
U.S. High Relative Profitability Portfolio ETF Class Shares made up 1.29% of Strategic Investment Solutions's portfolio in Q2 2026, its #15 holding.
Strategic Investment Solutions first reported a position in U.S. High Relative Profitability Portfolio ETF Class Shares in Q4 2022 and has held it in 14 quarters since.
Strategic Investment Solutions's U.S. High Relative Profitability Portfolio ETF Class Shares position peaked at $170M in Q3 2023.
561 funds tracked by Wall St. Rank held U.S. High Relative Profitability Portfolio ETF Class Shares as of Q2 2026.

Based on Strategic Investment Solutions's 13F filing for Q2 2026, filed 8 Jul 2026.