SEIA
DUKZ

Signature Estate & Investment Advisors’s Ocean Park Diversified Income ETF DUKZ Stock Holding History

Signature Estate & Investment 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 		$226K Sell
8,824
-6,744
-43% -$171K ﹤0.01% 618
2026
Q1 		$388K Buy
+15,568
New +$395K 0.01% 476

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
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Signature Estate & Investment Advisors's DUKZ Position: Q2 2026 in Review

Signature Estate & Investment Advisors reduced its Ocean Park Diversified Income ETF (DUKZ) stake by 43% in Q2 2026, selling an estimated $171K and leaving 8,824 shares worth $226K. The position accounts for ﹤0.01% of the portfolio, ranked #618.

Signature Estate & Investment Advisors first reported a position in DUKZ in Q1 2026 and has held it in 2 quarters since. The position peaked at $388K in Q1 2026. 13 funds tracked by Wall St. Rank hold DUKZ as of Q2 2026.

  • Signature Estate & Investment Advisors held 8,824 shares of Ocean Park Diversified Income ETF worth $226K as of Q2 2026.
  • Signature Estate & Investment Advisors sold 6,744 Ocean Park Diversified Income ETF shares in Q2 2026, an estimated $171K.
  • Ocean Park Diversified Income ETF made up ﹤0.01% of Signature Estate & Investment Advisors's portfolio in Q2 2026, its #618 holding.
  • Signature Estate & Investment Advisors first reported a position in Ocean Park Diversified Income ETF in Q1 2026 and has held it in 2 quarters since.
  • Signature Estate & Investment Advisors's Ocean Park Diversified Income ETF position peaked at $388K in Q1 2026.
  • 13 funds tracked by Wall St. Rank held Ocean Park Diversified Income ETF as of Q2 2026.

Based on Signature Estate & Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.