SWM
DUKQ

Spire Wealth Management’s Ocean Park Domestic ETF DUKQ Stock Holding History

Spire Wealth Management’s Portfolio DUKQ Stock Details DUKQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-11,826
Closed -$298K – 2601
2025
Q1 		$298K Hold
11,826
– – 0.01% 715
2024
Q4 		$314K Buy
+11,826
New +$318K 0.01% 691

Other funds holding DUKQ

SPC
Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

Spire Wealth Management's DUKQ Position: Q2 2025 in Review

Spire Wealth Management sold out of Ocean Park Domestic ETF (DUKQ) in Q2 2025, closing a stake of 11,826 shares — an estimated $298K sold.

Spire Wealth Management first reported a position in DUKQ in Q4 2024 and held it in 2 quarters. The position peaked at $314K in Q4 2024. 8 funds tracked by Wall St. Rank hold DUKQ as of Q2 2025.

  • Spire Wealth Management reported no remaining Ocean Park Domestic ETF position as of Q2 2025 after selling out during the quarter.
  • Spire Wealth Management sold 11,826 Ocean Park Domestic ETF shares in Q2 2025, an estimated $298K.
  • Spire Wealth Management first reported a position in Ocean Park Domestic ETF in Q4 2024 and held it in 2 quarters.
  • Spire Wealth Management's Ocean Park Domestic ETF position peaked at $314K in Q4 2024.
  • 8 funds tracked by Wall St. Rank held Ocean Park Domestic ETF as of Q2 2025.

Based on Spire Wealth Management's 13F filing for Q2 2025, filed 4 Aug 2025.