IWN
DUKZ

Independent Wealth Network’s Ocean Park Diversified Income ETF DUKZ Stock Holding History

Independent Wealth Network’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 		$2.05M Buy
+79,950
New +$2.03M 0.52% 40

Other funds holding DUKZ

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

Independent Wealth Network's DUKZ Position: Q2 2026 in Review

Independent Wealth Network opened a new position in Ocean Park Diversified Income ETF (DUKZ) in Q2 2026: 79,950 shares worth $2.05M. The stake represents 0.52% of the portfolio and ranks #40 among its holdings.

7 funds tracked by Wall St. Rank hold DUKZ as of Q2 2026.

  • Independent Wealth Network held 79,950 shares of Ocean Park Diversified Income ETF worth $2.05M as of Q2 2026.
  • Ocean Park Diversified Income ETF was a new Independent Wealth Network position in Q2 2026.
  • Ocean Park Diversified Income ETF made up 0.52% of Independent Wealth Network's portfolio in Q2 2026, its #40 holding.
  • 7 funds tracked by Wall St. Rank held Ocean Park Diversified Income ETF as of Q2 2026.

Based on Independent Wealth Network's 13F filing for Q2 2026, filed 20 Jul 2026.