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

Wolfstich Capital’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	$1.37M	Sell	45,434 -22,756	-33%	-$954K	1.11%	14
2026 Q2	$2.84M	Buy	68,190 +10,482	+18%	+$418K	2.19%	7
2026 Q1	$2.07M	Sell	57,708 -12,710	-18%	-$487K	1.81%	9
2025 Q4	$2.68M	Sell	70,418 -12,833	-15%	-$486K	2.47%	7
2025 Q3	$3.14M	Hold	83,251	–	–	6.42%	4
2025 Q2	$2.96M	Sell	83,251 -47,302	-36%	-$1.58M	6.5%	4
2025 Q1	$4.33M	Hold	130,553	–	–	3.91%	9
2024 Q4	$4.41M	Buy	+130,553	New	+$4.52M	3.91%	9

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

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

TWD

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

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

Discipline Wealth Solutions Greenville, South Carolina $1.15B AUM 12.89% 1-Year Est. Return

Market Street Wealth Management Advisors Indianapolis, Indiana $703M AUM 10.22% 1-Year Est. Return

Wolfstich Capital's DUHP Position: Q3 2026 in Review

Wolfstich Capital reduced its U.S. High Relative Profitability Portfolio ETF Class Shares (DUHP) stake by 33% in Q3 2026, selling an estimated $954K and leaving 45,434 shares worth $1.37M. The position accounts for 1.11% of the portfolio, ranked #14.

Wolfstich Capital first reported a position in DUHP in Q4 2024 and has held it in 8 quarters since. The position peaked at $4.41M in Q4 2024. 53 funds tracked by Wall St. Rank hold DUHP as of Q3 2026.

Wolfstich Capital held 45,434 shares of U.S. High Relative Profitability Portfolio ETF Class Shares worth $1.37M as of Q3 2026.
Wolfstich Capital sold 22,756 U.S. High Relative Profitability Portfolio ETF Class Shares shares in Q3 2026, an estimated $954K.
U.S. High Relative Profitability Portfolio ETF Class Shares made up 1.11% of Wolfstich Capital's portfolio in Q3 2026, its #14 holding.
Wolfstich Capital first reported a position in U.S. High Relative Profitability Portfolio ETF Class Shares in Q4 2024 and has held it in 8 quarters since.
Wolfstich Capital's U.S. High Relative Profitability Portfolio ETF Class Shares position peaked at $4.41M in Q4 2024.
53 funds tracked by Wall St. Rank held U.S. High Relative Profitability Portfolio ETF Class Shares as of Q3 2026.

Based on Wolfstich Capital's 13F filing for Q3 2026, filed 14 Oct 2026.