1858 Wealth Management’s Dana Unconstrained Equity ETF DUNK Stock Holding History

1858 Wealth Management’s Portfolio DUNK Stock Details DUNK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$3.28M	Buy	+129,173	New	+$3.26M	2.3%	13

Other funds holding DUNK

DIA

Dana Investment Advisors Waukesha, Wisconsin $3.35B AUM 29.65% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

FullCircle Wealth Dallas, Texas $284M AUM 15.13% 1-Year Est. Return

&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

1858 Wealth Management's DUNK Position: Q3 2025 in Review

1858 Wealth Management opened a new position in Dana Unconstrained Equity ETF (DUNK) in Q3 2025: 129,173 shares worth $3.28M. The stake represents 2.3% of the portfolio and ranks #13 among its holdings.

7 funds tracked by Wall St. Rank hold DUNK as of Q3 2025.

1858 Wealth Management held 129,173 shares of Dana Unconstrained Equity ETF worth $3.28M as of Q3 2025.
Dana Unconstrained Equity ETF was a new 1858 Wealth Management position in Q3 2025.
Dana Unconstrained Equity ETF made up 2.3% of 1858 Wealth Management's portfolio in Q3 2025, its #13 holding.
7 funds tracked by Wall St. Rank held Dana Unconstrained Equity ETF as of Q3 2025.

Based on 1858 Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.