UBS Group
DUKZ

UBS Group’s Ocean Park Diversified Income ETF DUKZ Stock Holding History

UBS Group’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 		– Sell
-210
Closed -$5.23K – 11225
2026
Q1 		$5.23K Buy
+210
New +$5.33K ﹤0.01% 8816
2025
Q4 		– Sell
-126
Closed -$3.21K – 11355
2025
Q3 		$3.21K Sell
126
-77
-38% -$1.94K ﹤0.01% 9073
2025
Q2 		$5.07K Sell
203
-197
-49% -$4.84K ﹤0.01% 9212
2025
Q1 		$9.96K Buy
+400
New +$10.1K ﹤0.01% 8661
2024
Q4 		– Sell
-100
Closed -$2.6K – 10548
2024
Q3 		$2.6K Buy
+100
New +$2.56K ﹤0.01% 8403

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

UBS Group's DUKZ Position: Q2 2026 in Review

UBS Group sold out of Ocean Park Diversified Income ETF (DUKZ) in Q2 2026, closing a stake of 210 shares — an estimated $5.23K sold.

UBS Group first reported a position in DUKZ in Q3 2024 and held it in 5 quarters. The position peaked at $9.96K in Q1 2025. 13 funds tracked by Wall St. Rank hold DUKZ as of Q2 2026.

  • UBS Group reported no remaining Ocean Park Diversified Income ETF position as of Q2 2026 after selling out during the quarter.
  • UBS Group sold 210 Ocean Park Diversified Income ETF shares in Q2 2026, an estimated $5.23K.
  • UBS Group first reported a position in Ocean Park Diversified Income ETF in Q3 2024 and held it in 5 quarters.
  • UBS Group's Ocean Park Diversified Income ETF position peaked at $9.96K in Q1 2025.
  • 13 funds tracked by Wall St. Rank held Ocean Park Diversified Income ETF as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.