Osaic Holdings
DUKZ

Osaic Holdings’s Ocean Park Diversified Income ETF DUKZ Stock Holding History

Osaic Holdings’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 		$256K Buy
+10,000
New +$254K ﹤0.01% 4227
2026
Q1 		– Sell
-16,000
Closed -$404K – 8110
2025
Q4 		$404K Buy
16,000
+15,997
+533,233% +$407K ﹤0.01% 3531
2025
Q3 		$75 Hold
3
– – ﹤0.01% 7766
2025
Q2 		$74 Hold
3
– – ﹤0.01% 7587
2025
Q1 		$74 Buy
+3
New +$75 ﹤0.01% 7262

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
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

Osaic Holdings's DUKZ Position: Q2 2026 in Review

Osaic Holdings opened a new position in Ocean Park Diversified Income ETF (DUKZ) in Q2 2026: 10,000 shares worth $256K. The stake represents ﹤0.01% of the portfolio and ranks #4227 among its holdings. This is a return to the name: Osaic Holdings previously reported a position in DUKZ as recently as Q4 2025.

Osaic Holdings first reported a position in DUKZ in Q1 2025 and has held it in 5 quarters since. The position peaked at $404K in Q4 2025. 17 funds tracked by Wall St. Rank hold DUKZ as of Q2 2026.

  • Osaic Holdings held 10,000 shares of Ocean Park Diversified Income ETF worth $256K as of Q2 2026.
  • Ocean Park Diversified Income ETF was a new Osaic Holdings position in Q2 2026.
  • Ocean Park Diversified Income ETF made up ﹤0.01% of Osaic Holdings's portfolio in Q2 2026, its #4227 holding.
  • Osaic Holdings first reported a position in Ocean Park Diversified Income ETF in Q1 2025 and has held it in 5 quarters since.
  • Osaic Holdings's Ocean Park Diversified Income ETF position peaked at $404K in Q4 2025.
  • 17 funds tracked by Wall St. Rank held Ocean Park Diversified Income ETF as of Q2 2026.

Based on Osaic Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.