IFG
DUKZ

Independent Financial Group’s Ocean Park Diversified Income ETF DUKZ Stock Holding History

Independent Financial Group’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 		$1.66M Buy
64,726
+15,363
+31% +$391K 0.03% 507
2026
Q1 		$1.23M Buy
49,363
+29,553
+149% +$750K 0.03% 548
2025
Q4 		$501K Buy
+19,810
New +$505K 0.01% 896
2025
Q2 		– Sell
-8,072
Closed -$201K – 1361
2025
Q1 		$201K Buy
+8,072
New +$203K 0.01% 1119

Other funds holding DUKZ

SWASL
Spartan Wealth Advisory Services LLC Bingham Farms, Michigan $1.22B AUM
VA
VestGen Advisors Inverness, Illinois $3.43B AUM 37.73% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
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
BIG
Builder Investment Group Atlanta, Georgia $505M AUM 31.7% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $5.31B AUM 25.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Independent Financial Group's DUKZ Position: Q2 2026 in Review

Independent Financial Group increased its Ocean Park Diversified Income ETF (DUKZ) stake by 31% in Q2 2026, buying an estimated $391K and bringing the position to 64,726 shares worth $1.66M. The position accounts for 0.03% of the portfolio, ranked #507.

Independent Financial Group first reported a position in DUKZ in Q1 2025 and has held it in 4 quarters since. 17 funds tracked by Wall St. Rank hold DUKZ as of Q2 2026.

  • Independent Financial Group held 64,726 shares of Ocean Park Diversified Income ETF worth $1.66M as of Q2 2026.
  • Independent Financial Group bought 15,363 Ocean Park Diversified Income ETF shares in Q2 2026, an estimated $391K.
  • Ocean Park Diversified Income ETF made up 0.03% of Independent Financial Group's portfolio in Q2 2026, its #507 holding.
  • Independent Financial Group first reported a position in Ocean Park Diversified Income ETF in Q1 2025 and has held it in 4 quarters since.
  • 17 funds tracked by Wall St. Rank held Ocean Park Diversified Income ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.