XY Planning Network’s U.S. High Relative Profitability Portfolio ETF Class Shares DUHP Stock Holding History

XY Planning Network’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	$4.84M	Buy	115,367 +35,403	+44%	+$1.48M	0.52%	45
2026 Q2	$3.34M	Sell	79,964 -1,313	-2%	-$52.4K	0.42%	54
2026 Q1	$3.01M	Buy	81,277 +4,265	+6%	+$164K	0.48%	50
2025 Q4	$2.93M	Buy	77,012 +68,071	+761%	+$2.58M	0.51%	47
2025 Q3	$318K	Hold	8,941	–	–	0.11%	141
2025 Q2	$318K	Buy	+8,941	New	+$299K	0.11%	141

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

Financial Consulate Hunt Valley, Maryland $899M AUM 14.82% 1-Year Est. Return

Retirement Solution Redmond, Washington $526M AUM 15.98% 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

True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

XY Planning Network's DUHP Position: Q3 2026 in Review

XY Planning Network increased its U.S. High Relative Profitability Portfolio ETF Class Shares (DUHP) stake by 44% in Q3 2026, buying an estimated $1.48M and bringing the position to 115,367 shares worth $4.84M. The position accounts for 0.52% of the portfolio, ranked #45.

XY Planning Network first reported a position in DUHP in Q2 2025 and has held it in 6 quarters since. 100 funds tracked by Wall St. Rank hold DUHP as of Q3 2026.

XY Planning Network held 115,367 shares of U.S. High Relative Profitability Portfolio ETF Class Shares worth $4.84M as of Q3 2026.
XY Planning Network bought 35,403 U.S. High Relative Profitability Portfolio ETF Class Shares shares in Q3 2026, an estimated $1.48M.
U.S. High Relative Profitability Portfolio ETF Class Shares made up 0.52% of XY Planning Network's portfolio in Q3 2026, its #45 holding.
XY Planning Network first reported a position in U.S. High Relative Profitability Portfolio ETF Class Shares in Q2 2025 and has held it in 6 quarters since.
100 funds tracked by Wall St. Rank held U.S. High Relative Profitability Portfolio ETF Class Shares as of Q3 2026.

Based on XY Planning Network's 13F filing for Q3 2026, filed 14 Oct 2026.