BIG
DUKZ

Builder Investment Group’s Ocean Park Diversified Income ETF DUKZ Stock Holding History

Builder Investment Group’s Portfolio DUKZ Stock Details DUKZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.03M Buy
+40,254
New +$1.02M 0.2% 55

Other funds holding DUKZ

IWN
Independent Wealth Network Urbandale, Iowa $393M AUM 30.08% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Builder Investment Group's DUKZ Position: Q2 2026 in Review

Builder Investment Group opened a new position in Ocean Park Diversified Income ETF (DUKZ) in Q2 2026: 40,254 shares worth $1.03M. The stake represents 0.2% of the portfolio and ranks #55 among its holdings.

7 funds tracked by Wall St. Rank hold DUKZ as of Q2 2026.

  • Builder Investment Group held 40,254 shares of Ocean Park Diversified Income ETF worth $1.03M as of Q2 2026.
  • Ocean Park Diversified Income ETF was a new Builder Investment Group position in Q2 2026.
  • Ocean Park Diversified Income ETF made up 0.2% of Builder Investment Group's portfolio in Q2 2026, its #55 holding.
  • 7 funds tracked by Wall St. Rank held Ocean Park Diversified Income ETF as of Q2 2026.

Based on Builder Investment Group's 13F filing for Q2 2026, filed 17 Jul 2026.