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Woodward Financial Advisors’s U.S. High Relative Profitability Portfolio ETF Class Shares DUHP Stock Holding History

Woodward Financial Advisors’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 		$35.8M Buy
858,310
+8,534
+1% +$340K 11.97% 3
2026
Q1 		$30.4M Buy
849,776
+6,330
+0.8% +$243K 11.73% 3
2025
Q4 		$32.1M Sell
843,446
-11,375
-1% -$431K 12.01% 3
2025
Q3 		$32.3M Buy
854,821
+24,537
+3% +$900K 12.31% 3
2025
Q2 		$29.5M Buy
830,284
+35,258
+4% +$1.18M 12.16% 2
2025
Q1 		$26.3M Buy
795,026
+24,423
+3% +$839K 12.49% 2
2024
Q4 		$26M Buy
770,603
+2,313
+0.3% +$80K 12.88% 2
2024
Q3 		$26.2M Buy
768,290
+2,456
+0.3% +$80.4K 13.13% 2
2024
Q2 		$24.5M Buy
765,834
+29,349
+4% +$912K 13.93% 2
2024
Q1 		$23.2M Buy
736,485
+14,482
+2% +$434K 13.93% 2
2023
Q4 		$20.7M Buy
722,003
+15,103
+2% +$404K 13.59% 2
2023
Q3 		$18.2M Buy
706,900
+12,689
+2% +$339K 13.43% 2
2023
Q2 		$18.4M Buy
694,211
+165,750
+31% +$4.18M 13.76% 2
2023
Q1 		$13.3M Buy
528,461
+13,190
+3% +$326K 10.91% 3
2022
Q4 		$12.4M Buy
515,271
+26,252
+5% +$622K 10.61% 3
2022
Q3 		$10.4M Buy
489,019
+81,266
+20% +$1.92M 9.76% 3
2022
Q2 		$9.17M Buy
+407,753
New +$9.93M 8.49% 3

Other funds holding DUHP

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Focus Partners Wealth
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
AC
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
AF
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
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

Woodward Financial Advisors's DUHP Position: Q2 2026 in Review

Woodward Financial Advisors increased its U.S. High Relative Profitability Portfolio ETF Class Shares (DUHP) stake by 1% in Q2 2026, buying an estimated $340K and bringing the position to 858,310 shares worth $35.8M. The position accounts for 11.97% of the portfolio, ranked #3.

Woodward Financial Advisors first reported a position in DUHP in Q2 2022 and has held it in 17 quarters since. 561 funds tracked by Wall St. Rank hold DUHP as of Q2 2026.

  • Woodward Financial Advisors held 858,310 shares of U.S. High Relative Profitability Portfolio ETF Class Shares worth $35.8M as of Q2 2026.
  • Woodward Financial Advisors bought 8,534 U.S. High Relative Profitability Portfolio ETF Class Shares shares in Q2 2026, an estimated $340K.
  • U.S. High Relative Profitability Portfolio ETF Class Shares made up 11.97% of Woodward Financial Advisors's portfolio in Q2 2026, its #3 holding.
  • Woodward Financial Advisors first reported a position in U.S. High Relative Profitability Portfolio ETF Class Shares in Q2 2022 and has held it in 17 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 Woodward Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.