VA
DUKZ

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
Q2 		$8.52M Buy
332,545
+15,011
+5% +$382K 0.25% 90
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 $1.22B AUM
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

VestGen Advisors's DUKZ Position: Q2 2026 in Review

VestGen Advisors increased its Ocean Park Diversified Income ETF (DUKZ) stake by 4.7% in Q2 2026, buying an estimated $382K and bringing the position to 332,545 shares worth $8.52M. The position accounts for 0.25% of the portfolio, ranked #90.

VestGen Advisors 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.

  • VestGen Advisors held 332,545 shares of Ocean Park Diversified Income ETF worth $8.52M as of Q2 2026.
  • VestGen Advisors bought 15,011 Ocean Park Diversified Income ETF shares in Q2 2026, an estimated $382K.
  • Ocean Park Diversified Income ETF made up 0.25% of VestGen Advisors's portfolio in Q2 2026, its #90 holding.
  • VestGen Advisors 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 VestGen Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.