Cambridge Investment Research Advisors
DUKZ

Cambridge Investment Research Advisors’s Ocean Park Diversified Income ETF DUKZ Stock Holding History

Cambridge Investment Research Advisors’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 		$3.36M Buy
131,316
+100,891
+332% +$2.56M 0.01% 1290
2026
Q1 		$758K Buy
30,425
+809
+3% +$20.5K ﹤0.01% 2417
2025
Q4 		$749K Sell
29,616
-1,997
-6% -$50.9K ﹤0.01% 2355
2025
Q3 		$806K Sell
31,613
-3,118
-9% -$78.5K ﹤0.01% 2228
2025
Q2 		$867K Sell
34,731
-2,353
-6% -$57.8K ﹤0.01% 2069
2025
Q1 		$924K Buy
37,084
+4,016
+12% +$101K ﹤0.01% 1929
2024
Q4 		$835K Buy
33,068
+13,486
+69% +$346K ﹤0.01% 2011
2024
Q3 		$510K Buy
+19,582
New +$501K ﹤0.01% 2405

Other funds holding DUKZ

SWASL
Spartan Wealth Advisory Services LLC Bingham Farms, Michigan $1.22B AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
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
BIG
Builder Investment Group Atlanta, Georgia $505M AUM 31.7% 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

Cambridge Investment Research Advisors's DUKZ Position: Q2 2026 in Review

Cambridge Investment Research Advisors increased its Ocean Park Diversified Income ETF (DUKZ) stake by 332% in Q2 2026, buying an estimated $2.56M and bringing the position to 131,316 shares worth $3.36M. The position accounts for 0.01% of the portfolio, ranked #1290.

Cambridge Investment Research Advisors first reported a position in DUKZ in Q3 2024 and has held it in 8 quarters since. 11 funds tracked by Wall St. Rank hold DUKZ as of Q2 2026.

  • Cambridge Investment Research Advisors held 131,316 shares of Ocean Park Diversified Income ETF worth $3.36M as of Q2 2026.
  • Cambridge Investment Research Advisors bought 100,891 Ocean Park Diversified Income ETF shares in Q2 2026, an estimated $2.56M.
  • Ocean Park Diversified Income ETF made up 0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #1290 holding.
  • Cambridge Investment Research Advisors first reported a position in Ocean Park Diversified Income ETF in Q3 2024 and has held it in 8 quarters since.
  • 11 funds tracked by Wall St. Rank held Ocean Park Diversified Income ETF as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.