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

Summit 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 Q2	$800K	Sell	19,163 -88	-0.5%	-$3.51K	0.01%	918
2026 Q1	$708K	Buy	19,251 +8,445	+78%	+$324K	0.01%	893
2025 Q4	$411K	Sell	10,806 -471	-4%	-$17.8K	0.01%	949
2025 Q3	$426K	Buy	+11,277	New	+$413K	0.01%	936

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

Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return

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

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

TCI Wealth Advisors Tucson, Arizona $2.49B AUM 17.07% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

Summit Financial's DUHP Position: Q2 2026 in Review

Summit Financial reduced its U.S. High Relative Profitability Portfolio ETF Class Shares (DUHP) stake by 0.46% in Q2 2026, selling an estimated $3.51K and leaving 19,163 shares worth $800K. The position accounts for 0.01% of the portfolio, ranked #918.

Summit Financial first reported a position in DUHP in Q3 2025 and has held it in 4 quarters since. 562 funds tracked by Wall St. Rank hold DUHP as of Q2 2026.

Summit Financial held 19,163 shares of U.S. High Relative Profitability Portfolio ETF Class Shares worth $800K as of Q2 2026.
Summit Financial sold 88 U.S. High Relative Profitability Portfolio ETF Class Shares shares in Q2 2026, an estimated $3.51K.
U.S. High Relative Profitability Portfolio ETF Class Shares made up 0.01% of Summit Financial's portfolio in Q2 2026, its #918 holding.
Summit Financial first reported a position in U.S. High Relative Profitability Portfolio ETF Class Shares in Q3 2025 and has held it in 4 quarters since.
562 funds tracked by Wall St. Rank held U.S. High Relative Profitability Portfolio ETF Class Shares as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.