MA
DUKZ

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

Mutual 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 		$793K Buy
30,951
+8,690
+39% +$221K 0.01% 732
2026
Q1 		$555K Buy
22,261
+6,344
+40% +$161K 0.01% 837
2025
Q4 		$402K Buy
15,917
+7,237
+83% +$184K 0.01% 977
2025
Q3 		$223K Buy
+8,680
New +$218K ﹤0.01% 1182

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
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
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

Mutual Advisors's DUKZ Position: Q2 2026 in Review

Mutual Advisors increased its Ocean Park Diversified Income ETF (DUKZ) stake by 39% in Q2 2026, buying an estimated $221K and bringing the position to 30,951 shares worth $793K. The position accounts for 0.01% of the portfolio, ranked #732.

Mutual Advisors first reported a position in DUKZ in Q3 2025 and has held it in 4 quarters since. 17 funds tracked by Wall St. Rank hold DUKZ as of Q2 2026.

  • Mutual Advisors held 30,951 shares of Ocean Park Diversified Income ETF worth $793K as of Q2 2026.
  • Mutual Advisors bought 8,690 Ocean Park Diversified Income ETF shares in Q2 2026, an estimated $221K.
  • Ocean Park Diversified Income ETF made up 0.01% of Mutual Advisors's portfolio in Q2 2026, its #732 holding.
  • Mutual Advisors first reported a position in Ocean Park Diversified Income ETF in Q3 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 Mutual Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.