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
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 $1.14B 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
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
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

Mutual Advisors's DUKZ Position: Q1 2026 in Review

Mutual Advisors increased its Ocean Park Diversified Income ETF (DUKZ) stake by 40% in Q1 2026, buying an estimated $161K and bringing the position to 22,261 shares worth $555K. The position accounts for 0.01% of the portfolio, ranked #837.

Mutual Advisors first reported a position in DUKZ in Q3 2025 and has held it in 3 quarters since. 14 funds tracked by Wall St. Rank hold DUKZ as of Q1 2026.

  • Mutual Advisors held 22,261 shares of Ocean Park Diversified Income ETF worth $555K as of Q1 2026.
  • Mutual Advisors bought 6,344 Ocean Park Diversified Income ETF shares in Q1 2026, an estimated $161K.
  • Ocean Park Diversified Income ETF made up 0.01% of Mutual Advisors's portfolio in Q1 2026, its #837 holding.
  • Mutual Advisors first reported a position in Ocean Park Diversified Income ETF in Q3 2025 and has held it in 3 quarters since.
  • 14 funds tracked by Wall St. Rank held Ocean Park Diversified Income ETF as of Q1 2026.

Based on Mutual Advisors's 13F filing for Q1 2026, filed 4 May 2026.