Envestnet Portfolio Solutions
DUKZ

Envestnet Portfolio Solutions’s Ocean Park Diversified Income ETF DUKZ Stock Holding History

Envestnet Portfolio Solutions’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 		$259K Buy
10,101
+23
+0.2% +$585 ﹤0.01% 1259
2026
Q1 		$251K Buy
10,078
+801
+9% +$20.3K ﹤0.01% 1187
2025
Q4 		$235K Buy
+9,277
New +$236K ﹤0.01% 1404

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
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
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 Portfolio Solutions's DUKZ Position: Q2 2026 in Review

Envestnet Portfolio Solutions increased its Ocean Park Diversified Income ETF (DUKZ) stake by 0.23% in Q2 2026, buying an estimated $585 and bringing the position to 10,101 shares worth $259K. The position accounts for ﹤0.01% of the portfolio, ranked #1259.

Envestnet Portfolio Solutions first reported a position in DUKZ in Q4 2025 and has held it in 3 quarters since. 7 funds tracked by Wall St. Rank hold DUKZ as of Q2 2026.

  • Envestnet Portfolio Solutions held 10,101 shares of Ocean Park Diversified Income ETF worth $259K as of Q2 2026.
  • Envestnet Portfolio Solutions bought 23 Ocean Park Diversified Income ETF shares in Q2 2026, an estimated $585.
  • Ocean Park Diversified Income ETF made up ﹤0.01% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #1259 holding.
  • Envestnet Portfolio Solutions first reported a position in Ocean Park Diversified Income ETF in Q4 2025 and has held it in 3 quarters since.
  • 7 funds tracked by Wall St. Rank held Ocean Park Diversified Income ETF as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.