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

True Wealth Design’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	$33.5M	Buy	790,224 +5,417	+0.7%	+$227K	7.87%	4
2026 Q2	$32.7M	Buy	784,807 +63,767	+9%	+$2.54M	7.79%	4
2026 Q1	$26.5M	Buy	721,040 +26,471	+4%	+$1.02M	7.35%	4
2025 Q4	$26.4M	Sell	694,569 -10,195	-1%	-$386K	7.74%	4
2025 Q3	$26.6M	Buy	704,764 +918	+0.1%	+$33.7K	8.13%	4
2025 Q2	$25M	Sell	703,846 -59,421	-8%	-$1.98M	8.82%	4
2025 Q1	$25.3M	Sell	763,267 -7,449	-1%	-$256K	9.63%	4
2024 Q4	$26M	Sell	770,716 -221	-0%	-$7.65K	10.1%	4
2024 Q3	$26.3M	Sell	770,937 -169,759	-18%	-$5.56M	10.26%	4
2024 Q2	$30.1M	Buy	940,696 +16,897	+2%	+$525K	7.44%	4
2024 Q1	$29.2M	Buy	923,799 +122,130	+15%	+$3.66M	7.28%	4
2023 Q4	$22.9M	Buy	801,669 +79,229	+11%	+$2.12M	6.46%	4
2023 Q3	$18.6M	Buy	722,440 +109,091	+18%	+$2.92M	6.21%	5
2023 Q2	$16.3M	Buy	613,349 +58,276	+10%	+$1.47M	5.95%	5
2023 Q1	$14M	Buy	555,073 +53,765	+11%	+$1.33M	5.85%	4
2022 Q4	$12M	Buy	+501,308	New	+$11.9M	5.57%	4

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

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

Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return

True Wealth Design's DUHP Position: Q3 2026 in Review

True Wealth Design increased its U.S. High Relative Profitability Portfolio ETF Class Shares (DUHP) stake by 0.69% in Q3 2026, buying an estimated $227K and bringing the position to 790,224 shares worth $33.5M. The position accounts for 7.87% of the portfolio, ranked #4.

True Wealth Design first reported a position in DUHP in Q4 2022 and has held it in 16 quarters since. 76 funds tracked by Wall St. Rank hold DUHP as of Q3 2026.

True Wealth Design held 790,224 shares of U.S. High Relative Profitability Portfolio ETF Class Shares worth $33.5M as of Q3 2026.
True Wealth Design bought 5,417 U.S. High Relative Profitability Portfolio ETF Class Shares shares in Q3 2026, an estimated $227K.
U.S. High Relative Profitability Portfolio ETF Class Shares made up 7.87% of True Wealth Design's portfolio in Q3 2026, its #4 holding.
True Wealth Design first reported a position in U.S. High Relative Profitability Portfolio ETF Class Shares in Q4 2022 and has held it in 16 quarters since.
76 funds tracked by Wall St. Rank held U.S. High Relative Profitability Portfolio ETF Class Shares as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.