Envestnet Asset Management
DUKZ

Envestnet Asset Management’s Ocean Park Diversified Income ETF DUKZ Stock Holding History

Envestnet Asset Management’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 		$6.04M Buy
235,918
+42,278
+22% +$1.07M ﹤0.01% 2326
2026
Q1 		$4.83M Buy
193,640
+26,735
+16% +$679K ﹤0.01% 2340
2025
Q4 		$4.22M Buy
+166,905
New +$4.25M ﹤0.01% 2295

Other funds holding DUKZ

SWASL
Spartan Wealth Advisory Services LLC Bingham Farms, Michigan $1.22B AUM
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 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

Envestnet Asset Management's DUKZ Position: Q2 2026 in Review

Envestnet Asset Management increased its Ocean Park Diversified Income ETF (DUKZ) stake by 22% in Q2 2026, buying an estimated $1.07M and bringing the position to 235,918 shares worth $6.04M. The position accounts for ﹤0.01% of the portfolio, ranked #2326.

Envestnet Asset Management first reported a position in DUKZ in Q4 2025 and has held it in 3 quarters since. 11 funds tracked by Wall St. Rank hold DUKZ as of Q2 2026.

  • Envestnet Asset Management held 235,918 shares of Ocean Park Diversified Income ETF worth $6.04M as of Q2 2026.
  • Envestnet Asset Management bought 42,278 Ocean Park Diversified Income ETF shares in Q2 2026, an estimated $1.07M.
  • Ocean Park Diversified Income ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #2326 holding.
  • Envestnet Asset Management first reported a position in Ocean Park Diversified Income ETF in Q4 2025 and has held it in 3 quarters since.
  • 11 funds tracked by Wall St. Rank held Ocean Park Diversified Income ETF as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.