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

Summit Wealth Group’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	$3.7M	Buy	88,776 +2,446	+3%	+$97.6K	0.76%	32
2026 Q1	$3.17M	Buy	86,330 +3,413	+4%	+$131K	0.73%	30
2025 Q4	$3.15M	Buy	82,917 +4,100	+5%	+$155K	0.74%	31
2025 Q3	$2.98M	Buy	78,817 +2,584	+3%	+$94.7K	0.72%	32
2025 Q2	$2.71M	Buy	76,233 +1,951	+3%	+$65.1K	0.7%	32
2025 Q1	$2.46M	Buy	74,282 +6,356	+9%	+$218K	0.72%	28
2024 Q4	$2.3M	Buy	67,926 +5,061	+8%	+$175K	0.66%	28
2024 Q3	$2.14M	Buy	+62,865	New	+$2.06M	0.62%	33

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 $2.31B AUM 26.52% 1-Year Est. Return

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

Summit Wealth Group's DUHP Position: Q2 2026 in Review

Summit Wealth Group increased its U.S. High Relative Profitability Portfolio ETF Class Shares (DUHP) stake by 2.8% in Q2 2026, buying an estimated $97.6K and bringing the position to 88,776 shares worth $3.7M. The position accounts for 0.76% of the portfolio, ranked #32.

Summit Wealth Group first reported a position in DUHP in Q3 2024 and has held it in 8 quarters since. 562 funds tracked by Wall St. Rank hold DUHP as of Q2 2026.

Summit Wealth Group held 88,776 shares of U.S. High Relative Profitability Portfolio ETF Class Shares worth $3.7M as of Q2 2026.
Summit Wealth Group bought 2,446 U.S. High Relative Profitability Portfolio ETF Class Shares shares in Q2 2026, an estimated $97.6K.
U.S. High Relative Profitability Portfolio ETF Class Shares made up 0.76% of Summit Wealth Group's portfolio in Q2 2026, its #32 holding.
Summit Wealth Group first reported a position in U.S. High Relative Profitability Portfolio ETF Class Shares in Q3 2024 and has held it in 8 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 Wealth Group's 13F filing for Q2 2026, filed 4 Aug 2026.