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

Ullmann Wealth Partners 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	$5.78M	Sell	138,456 -42,744	-24%	-$1.71M	0.53%	29
2026 Q1	$6.66M	Sell	181,200 -94,594	-34%	-$3.63M	0.69%	24
2025 Q4	$10.5M	Sell	275,794 -298,163	-52%	-$11.3M	1.09%	19
2025 Q3	$21.7M	Sell	573,957 -262,797	-31%	-$9.64M	2.37%	10
2025 Q2	$29.8M	Sell	836,754 -339,261	-29%	-$11.3M	3.52%	8
2025 Q1	$39M	Sell	1,176,015 -29,647	-2%	-$1.02M	5.18%	4
2024 Q4	$40.7M	Sell	1,205,662 -6,506	-0.5%	-$225K	5.26%	4
2024 Q3	$41.3M	Buy	1,212,168 +45,706	+4%	+$1.5M	5.34%	4
2024 Q2	$37.3M	Buy	1,166,462 +31,950	+3%	+$993K	5.32%	4
2024 Q1	$35.9M	Buy	1,134,512 +41,050	+4%	+$1.23M	5.33%	4
2023 Q4	$31.3M	Buy	1,093,462 +89,385	+9%	+$2.39M	5.11%	4
2023 Q3	$25.8M	Buy	1,004,077 +477,069	+91%	+$12.8M	4.82%	5
2023 Q2	$14M	Buy	527,008 +464,670	+745%	+$11.7M	2.8%	11
2023 Q1	$1.57M	Buy	+62,338	New	+$1.54M	0.36%	31

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 $3.76B AUM 21.29% 1-Year Est. Return

Ullmann Wealth Partners Group's DUHP Position: Q2 2026 in Review

Ullmann Wealth Partners Group reduced its U.S. High Relative Profitability Portfolio ETF Class Shares (DUHP) stake by 24% in Q2 2026, selling an estimated $1.71M and leaving 138,456 shares worth $5.78M. The position accounts for 0.53% of the portfolio, ranked #29.

Ullmann Wealth Partners Group first reported a position in DUHP in Q1 2023 and has held it in 14 quarters since. The position peaked at $41.3M in Q3 2024. 561 funds tracked by Wall St. Rank hold DUHP as of Q2 2026.

Ullmann Wealth Partners Group held 138,456 shares of U.S. High Relative Profitability Portfolio ETF Class Shares worth $5.78M as of Q2 2026.
Ullmann Wealth Partners Group sold 42,744 U.S. High Relative Profitability Portfolio ETF Class Shares shares in Q2 2026, an estimated $1.71M.
U.S. High Relative Profitability Portfolio ETF Class Shares made up 0.53% of Ullmann Wealth Partners Group's portfolio in Q2 2026, its #29 holding.
Ullmann Wealth Partners Group first reported a position in U.S. High Relative Profitability Portfolio ETF Class Shares in Q1 2023 and has held it in 14 quarters since.
Ullmann Wealth Partners Group's U.S. High Relative Profitability Portfolio ETF Class Shares position peaked at $41.3M in Q3 2024.
561 funds tracked by Wall St. Rank held U.S. High Relative Profitability Portfolio ETF Class Shares as of Q2 2026.

Based on Ullmann Wealth Partners Group's 13F filing for Q2 2026, filed 10 Aug 2026.