FFA
DUKZ

Farther Finance Advisors’s Ocean Park Diversified Income ETF DUKZ Stock Holding History

Farther Finance 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 		– Sell
-4,201
Closed -$105K – 6134
2026
Q1 		$105K Buy
+4,201
New +$107K ﹤0.01% 2477

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
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

Farther Finance Advisors's DUKZ Position: Q2 2026 in Review

Farther Finance Advisors sold out of Ocean Park Diversified Income ETF (DUKZ) in Q2 2026, closing a stake of 4,201 shares — an estimated $105K sold.

Farther Finance Advisors first reported a position in DUKZ in Q1 2026 and held it in 1 quarter. The position peaked at $105K in Q1 2026. 7 funds tracked by Wall St. Rank hold DUKZ as of Q2 2026.

  • Farther Finance Advisors reported no remaining Ocean Park Diversified Income ETF position as of Q2 2026 after selling out during the quarter.
  • Farther Finance Advisors sold 4,201 Ocean Park Diversified Income ETF shares in Q2 2026, an estimated $105K.
  • Farther Finance Advisors first reported a position in Ocean Park Diversified Income ETF in Q1 2026 and held it in 1 quarter.
  • Farther Finance Advisors's Ocean Park Diversified Income ETF position peaked at $105K in Q1 2026.
  • 7 funds tracked by Wall St. Rank held Ocean Park Diversified Income ETF as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.