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

Vance Wealth’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	$10.8M	Buy	259,581 +3,111	+1%	+$124K	2.44%	9
2026 Q1	$9.43M	Buy	256,470 +6,207	+2%	+$238K	2.72%	7
2025 Q4	$9.5M	Buy	250,263 +5,623	+2%	+$213K	2.83%	7
2025 Q3	$9.24M	Buy	244,640 +7,155	+3%	+$262K	2.84%	6
2025 Q2	$8.44M	Buy	237,485 +24,113	+11%	+$805K	2.85%	5
2025 Q1	$7.07M	Buy	+213,372	New	+$7.33M	2.66%	8

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

Vance Wealth's DUHP Position: Q2 2026 in Review

Vance Wealth increased its U.S. High Relative Profitability Portfolio ETF Class Shares (DUHP) stake by 1.2% in Q2 2026, buying an estimated $124K and bringing the position to 259,581 shares worth $10.8M. The position accounts for 2.44% of the portfolio, ranked #9.

Vance Wealth first reported a position in DUHP in Q1 2025 and has held it in 6 quarters since. 561 funds tracked by Wall St. Rank hold DUHP as of Q2 2026.

Vance Wealth held 259,581 shares of U.S. High Relative Profitability Portfolio ETF Class Shares worth $10.8M as of Q2 2026.
Vance Wealth bought 3,111 U.S. High Relative Profitability Portfolio ETF Class Shares shares in Q2 2026, an estimated $124K.
U.S. High Relative Profitability Portfolio ETF Class Shares made up 2.44% of Vance Wealth's portfolio in Q2 2026, its #9 holding.
Vance Wealth first reported a position in U.S. High Relative Profitability Portfolio ETF Class Shares in Q1 2025 and has held it in 6 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 Vance Wealth's 13F filing for Q2 2026, filed 14 Aug 2026.