Independent Financial Group’s Ocean Park High Income ETF DUKH Stock Holding History

Independent Financial Group’s Portfolio DUKH Stock Details DUKH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-8,576	Closed	-$209K	–	1436
2025 Q2	$209K	Sell	8,576 -37,733	-81%	-$906K	0.01%	1209
2025 Q1	$1.15M	Buy	+46,309	New	+$1.16M	0.04%	447

Other funds holding DUKH

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Independent Financial Group's DUKH Position: Q3 2025 in Review

Independent Financial Group sold out of Ocean Park High Income ETF (DUKH) in Q3 2025, closing a stake of 8,576 shares — an estimated $209K sold.

Independent Financial Group first reported a position in DUKH in Q1 2025 and held it in 2 quarters. The position peaked at $1.15M in Q1 2025. 6 funds tracked by Wall St. Rank hold DUKH as of Q3 2025.

Independent Financial Group reported no remaining Ocean Park High Income ETF position as of Q3 2025 after selling out during the quarter.
Independent Financial Group sold 8,576 Ocean Park High Income ETF shares in Q3 2025, an estimated $209K.
Independent Financial Group first reported a position in Ocean Park High Income ETF in Q1 2025 and held it in 2 quarters.
Independent Financial Group's Ocean Park High Income ETF position peaked at $1.15M in Q1 2025.
6 funds tracked by Wall St. Rank held Ocean Park High Income ETF as of Q3 2025.

Based on Independent Financial Group's 13F filing for Q3 2025, filed 15 May 2026.