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
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 $1.14B AUM
VA
VestGen Advisors Inverness, Illinois $3.76B AUM 26.04% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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 $44.6B AUM 28.94% 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 $79.5B AUM 27.1% 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

Osaic Holdings's DUKZ Position: Q1 2026 in Review

Osaic Holdings sold out of Ocean Park Diversified Income ETF (DUKZ) in Q1 2026, closing a stake of 16,000 shares — an estimated $404K sold.

Osaic Holdings first reported a position in DUKZ in Q1 2025 and held it in 4 quarters. The position peaked at $404K in Q4 2025. 14 funds tracked by Wall St. Rank hold DUKZ as of Q1 2026.

  • Osaic Holdings reported no remaining Ocean Park Diversified Income ETF position as of Q1 2026 after selling out during the quarter.
  • Osaic Holdings sold 16,000 Ocean Park Diversified Income ETF shares in Q1 2026, an estimated $404K.
  • Osaic Holdings first reported a position in Ocean Park Diversified Income ETF in Q1 2025 and held it in 4 quarters.
  • Osaic Holdings's Ocean Park Diversified Income ETF position peaked at $404K in Q4 2025.
  • 14 funds tracked by Wall St. Rank held Ocean Park Diversified Income ETF as of Q1 2026.

Based on Osaic Holdings's 13F filing for Q1 2026, filed 15 May 2026.