Partners Wealth Management’s Dana Unconstrained Equity ETF DUNK Stock Holding History

Partners Wealth Management’s Portfolio DUNK Stock Details DUNK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$2.48M	Buy	+88,003	New	+$2.4M	0.26%	75

Other funds holding DUNK

Dana Investment Advisors Waukesha, Wisconsin $3.8B AUM 29.89% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Huntleigh Advisors St. Louis, Missouri $715M AUM 45.09% 1-Year Est. Return

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return

Partners Wealth Management's DUNK Position: Q3 2026 in Review

Partners Wealth Management opened a new position in Dana Unconstrained Equity ETF (DUNK) in Q3 2026: 88,003 shares worth $2.48M. The stake represents 0.26% of the portfolio and ranks #75 among its holdings.

14 funds tracked by Wall St. Rank hold DUNK as of Q3 2026.

Partners Wealth Management held 88,003 shares of Dana Unconstrained Equity ETF worth $2.48M as of Q3 2026.
Dana Unconstrained Equity ETF was a new Partners Wealth Management position in Q3 2026.
Dana Unconstrained Equity ETF made up 0.26% of Partners Wealth Management's portfolio in Q3 2026, its #75 holding.
14 funds tracked by Wall St. Rank held Dana Unconstrained Equity ETF as of Q3 2026.

Based on Partners Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.