KAS
DUKZ

Kestra Advisory Services’s Ocean Park Diversified Income ETF DUKZ Stock Holding History

Kestra Advisory Services’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
Q1 		– Sell
-2,053
Closed -$51.9K – 4490
2025
Q4 		$51.9K Buy
+2,053
New +$52.3K ﹤0.01% 3911

Other funds holding DUKZ

SWASL
Spartan Wealth Advisory Services LLC Bingham Farms, Michigan $1.14B AUM
VA
VestGen Advisors Inverness, Illinois $3.76B AUM 26.04% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Kestra Advisory Services's DUKZ Position: Q1 2026 in Review

Kestra Advisory Services sold out of Ocean Park Diversified Income ETF (DUKZ) in Q1 2026, closing a stake of 2,053 shares — an estimated $51.9K sold.

Kestra Advisory Services first reported a position in DUKZ in Q4 2025 and held it in 1 quarter. The position peaked at $51.9K in Q4 2025. 14 funds tracked by Wall St. Rank hold DUKZ as of Q1 2026.

  • Kestra Advisory Services reported no remaining Ocean Park Diversified Income ETF position as of Q1 2026 after selling out during the quarter.
  • Kestra Advisory Services sold 2,053 Ocean Park Diversified Income ETF shares in Q1 2026, an estimated $51.9K.
  • Kestra Advisory Services first reported a position in Ocean Park Diversified Income ETF in Q4 2025 and held it in 1 quarter.
  • Kestra Advisory Services's Ocean Park Diversified Income ETF position peaked at $51.9K in Q4 2025.
  • 14 funds tracked by Wall St. Rank held Ocean Park Diversified Income ETF as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.