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

TandemGrowth Financial Advisors’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	$20M	Buy	480,387 +7,759	+2%	+$310K	16.38%	2
2026 Q1	$17.4M	Sell	472,628 -9,817	-2%	-$376K	16.37%	3
2025 Q4	$18.3M	Buy	+482,445	New	+$18.3M	16.02%	2

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

TandemGrowth Financial Advisors's DUHP Position: Q2 2026 in Review

TandemGrowth Financial Advisors increased its U.S. High Relative Profitability Portfolio ETF Class Shares (DUHP) stake by 1.6% in Q2 2026, buying an estimated $310K and bringing the position to 480,387 shares worth $20M. The position accounts for 16.38% of the portfolio, ranked #2.

TandemGrowth Financial Advisors 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.

TandemGrowth Financial Advisors held 480,387 shares of U.S. High Relative Profitability Portfolio ETF Class Shares worth $20M as of Q2 2026.
TandemGrowth Financial Advisors bought 7,759 U.S. High Relative Profitability Portfolio ETF Class Shares shares in Q2 2026, an estimated $310K.
U.S. High Relative Profitability Portfolio ETF Class Shares made up 16.38% of TandemGrowth Financial Advisors's portfolio in Q2 2026, its #2 holding.
TandemGrowth Financial Advisors 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 TandemGrowth Financial Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.