VestGen Advisors’s Ocean Park Diversified Income ETF DUKZ Stock Holding History

VestGen 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 Q1	$8.08M	Buy	+317,534	New	+$8.06M	0.21%	100

Other funds holding DUKZ

SWASL

Spartan Wealth Advisory Services LLC Bingham Farms, Michigan $1.14B AUM

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

PAS

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

OPAM

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

VestGen Advisors's DUKZ Position: Q1 2026 in Review

VestGen Advisors opened a new position in Ocean Park Diversified Income ETF (DUKZ) in Q1 2026: 317,534 shares worth $8.08M. The stake represents 0.21% of the portfolio and ranks #100 among its holdings.

14 funds tracked by Wall St. Rank hold DUKZ as of Q1 2026.

VestGen Advisors held 317,534 shares of Ocean Park Diversified Income ETF worth $8.08M as of Q1 2026.
Ocean Park Diversified Income ETF was a new VestGen Advisors position in Q1 2026.
Ocean Park Diversified Income ETF made up 0.21% of VestGen Advisors's portfolio in Q1 2026, its #100 holding.
14 funds tracked by Wall St. Rank held Ocean Park Diversified Income ETF as of Q1 2026.

Based on VestGen Advisors's 13F filing for Q1 2026, filed 14 May 2026.