SWASL
DUKZ

Spartan Wealth Advisory Services LLC’s Ocean Park Diversified Income ETF DUKZ Stock Holding History

Spartan Wealth Advisory Services LLC’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 		$10.4M Buy
407,807
+3,286
+0.8% +$83.5K 0.86% 27
2026
Q1 		$10.1M Buy
+404,521
New +$10.3M 0.88% 27

Other funds holding DUKZ

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
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Spartan Wealth Advisory Services LLC's DUKZ Position: Q2 2026 in Review

Spartan Wealth Advisory Services LLC increased its Ocean Park Diversified Income ETF (DUKZ) stake by 0.81% in Q2 2026, buying an estimated $83.5K and bringing the position to 407,807 shares worth $10.4M. The position accounts for 0.86% of the portfolio, ranked #27.

Spartan Wealth Advisory Services LLC first reported a position in DUKZ in Q1 2026 and has held it in 2 quarters since. 17 funds tracked by Wall St. Rank hold DUKZ as of Q2 2026.

  • Spartan Wealth Advisory Services LLC held 407,807 shares of Ocean Park Diversified Income ETF worth $10.4M as of Q2 2026.
  • Spartan Wealth Advisory Services LLC bought 3,286 Ocean Park Diversified Income ETF shares in Q2 2026, an estimated $83.5K.
  • Ocean Park Diversified Income ETF made up 0.86% of Spartan Wealth Advisory Services LLC's portfolio in Q2 2026, its #27 holding.
  • Spartan Wealth Advisory Services LLC first reported a position in Ocean Park Diversified Income ETF in Q1 2026 and has held it in 2 quarters since.
  • 17 funds tracked by Wall St. Rank held Ocean Park Diversified Income ETF as of Q2 2026.

Based on Spartan Wealth Advisory Services LLC's 13F filing for Q2 2026, filed 5 Aug 2026.