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

tru Independence’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 Q3	–	Sell	-17,507	Closed	-$731K	–	113
2026 Q2	$731K	Sell	17,507 -2,387	-12%	-$95.2K	0.32%	38
2026 Q1	$731K	Sell	19,894 -6,405	-24%	-$246K	0.36%	35
2025 Q4	$1M	Sell	26,299 -1,689	-6%	-$64K	0.25%	62
2025 Q3	$1.06M	Sell	27,988 -25	-0.1%	-$917	0.27%	62
2025 Q2	$996K	Sell	28,013 -810	-3%	-$27K	0.29%	58
2025 Q1	$955K	Sell	28,823 -76,001	-73%	-$2.61M	0.3%	59
2024 Q4	$3.54M	Sell	104,824 -4,641	-4%	-$161K	1.11%	39
2024 Q3	$3.73M	Buy	109,465 +7,558	+7%	+$248K	1.09%	45
2024 Q2	$3.26M	Buy	101,907 +13,553	+15%	+$421K	0.98%	49
2024 Q1	$2.79M	Buy	+88,354	New	+$2.65M	0.82%	50

Other funds holding DUHP

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

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 9.69% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Fulton Bank Lancaster, Pennsylvania $3.29B AUM 13.65% 1-Year Est. Return

True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return

LVZ Inc Holland, Michigan $975M AUM 10.91% 1-Year Est. Return

tru Independence's DUHP Position: Q3 2026 in Review

tru Independence sold out of U.S. High Relative Profitability Portfolio ETF Class Shares (DUHP) in Q3 2026, closing a stake of 17,507 shares — an estimated $731K sold.

tru Independence first reported a position in DUHP in Q1 2024 and held it in 10 quarters. The position peaked at $3.73M in Q3 2024. 79 funds tracked by Wall St. Rank hold DUHP as of Q3 2026.

tru Independence reported no remaining U.S. High Relative Profitability Portfolio ETF Class Shares position as of Q3 2026 after selling out during the quarter.
tru Independence sold 17,507 U.S. High Relative Profitability Portfolio ETF Class Shares shares in Q3 2026, an estimated $731K.
tru Independence first reported a position in U.S. High Relative Profitability Portfolio ETF Class Shares in Q1 2024 and held it in 10 quarters.
tru Independence's U.S. High Relative Profitability Portfolio ETF Class Shares position peaked at $3.73M in Q3 2024.
79 funds tracked by Wall St. Rank held U.S. High Relative Profitability Portfolio ETF Class Shares as of Q3 2026.

Based on tru Independence's 13F filing for Q3 2026, filed 20 Oct 2026.