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DUKQ

GradeDNew York Stock Exchange Arca

Ocean Park Domestic ETF

Active Equity · Ocean Park · Inception 2024-07-10

$31.55−0.24 (−0.75%)

As of Sep 23, 2026, 3:15 PM EDT

History starts Jul 11, 2024.
Intraday session: down, 65 prints from 31.79 to 31.55. Range 31.52 to 31.79. Use the arrow keys to read each point.$31.50$31.60$31.70$31.8010 AM12 PM2 PM4 PM
Expense ratio
2.96%
Fund size
$13M
1Y return
+15.6%
Yield · Last 12 months
0.31%
Volume · 30D
0M sh
NAV per share
$31.36
52W range
low $26.36high $32.49

The ETF.net DUKQ Grade

D

20/ 100

Rank 121 of 127 in US Active Equity

Confidence Medium

Six-pillar profile for DUKQ. Scores out of 100: Cost 0, Risk 55, Mission not scored, Tradability 13, Holdings 33, Durability 40. Strongest: Risk (55). Weakest: Cost (0). Based on 5 of 6 pillars.
F< 25
D≥ 25
C≥ 40
B≥ 55
A≥ 70

Score 20 of 100 sits in the D band. Bands: A ≥ 70, B ≥ 55, C ≥ 40, D ≥ 25, F < 25; the scale skips E.

  • Cost

    What you pay to own it — the expense ratio plus trading frictions, ranked within its category.
    FScore 0
    Category rank126/127 · bottom quartile
  • Mission

    How faithfully it does the job it claims — tracking its mandate or index with minimal slippage.
    Not scored
  • Risk

    How violently it can move — volatility, drawdown depth, and downside capture versus its category.
    BScore 55
    Category rank56/126 · top 44%
  • Tradability

    How cheaply and easily you can get in and out — liquidity, spread, and premium/discount stability.
    FScore 13
    Category rank116/127 · bottom quartile
  • Holdings

    What it actually owns — the quality, breadth, and concentration of the underlying portfolio.
    DScore 33
    Category rank105/124 · bottom quartile
  • Durability

    Whether it will still be here — the fund’s assets, age, flows, and issuer staying power.
    CScore 40
    Category rank96/127 · bottom quartile

Graded as of Sep 22, 2026 · Based on 5 of 6 pillars

Our read on DUKQ

ETF.net Research

DA tactical fund of funds: it holds unaffiliated US equity ETFs and can step back into cash equivalents. One ticker, aiming at total return with a brake on downside exposure.

Stated mandate

The Fund seeks total return while limiting downside exposure. It uses an actively managed, tactical allocation among unaffiliated U.S. equity ETFs and cash equivalents.

Why people hold it

  1. 01The mandate is unusual for a US equity product: it can shift into cash equivalents, so the manager is not locked into staying fully invested through a slide.
  2. 02You get a basket of other issuers' ETFs, not in-house product, so the underlying picks come from the whole market.
  3. 03Plain 1940 Act ETF plumbing: daily liquidity, no K-1 at tax time, cash paid out quarterly.

Worth knowing

  1. 01Costs 0.98% a year, above the typical active US equity ETF, and well above index-style rivals such as DFAU at 0.12%.
  2. 02Thinly traded and small, which usually means wider spreads than the household names in this category.
  3. 03Launched in 2024, so the tactical calls have a short record, and time spent in cash means it can lag a market that keeps climbing.

DUKQ Holdings

As of Sep 20, 2026, 10:11 AM
Asset class
Stocks
Holdings
Top-10 weight
94%
Largest holding
VOO25.1%

Sectors

Geography

The fund’s holdings, weight-ordered — page 1 of 1.
#TickerCompanyWeight %SharesMarket valueIn ETFs
001VOOVanguard S&P 500 ETF25.07%4,705$3M57
002SCHGSchwab U.S. Large-Cap Growth ETF USD Class20.01%74,396$3M8
003SCHMSchwab U.S. Mid-Cap ETF9.92%37,481$1M2
004GSEWGoldman Sachs Equal Weight US Large Cap Equity ETF9.77%13,616$1M2
005MTUMiShares MSCI USA Momentum Factor ETF5.21%2,216$686K13
006SCHASchwab US Small-Cap ETF USD Class4.95%19,481$651K6
007DIVBiShares Core Dividend ETF4.89%9,629$645K1
008VOTVanguard Morningstar Mid-Cap Growth ETF4.89%2,203$644K3
009IWSiShares Russell Mid-Cap Value ETF4.89%3,920$644K4
010VFLOVictoryShares Free Cash Flow ETF4.82%11,971$634K3
011IWNiShares Russell 2000 Value ETF USD Class2.46%1,500$323K3
012IWOiShares Russell 2000 Growth ETF USD Class2.43%883$320K2
013BBH SWEEP VEHICLE0.79%104,579$105K51

Showing 1–13 of 13 holdings

DUKQ Performance

Shows how $10,000 changes over the selected period, with cash distributions reinvested at the closing price on each ex-dividend date.

DUKQ$11,564
SPY tracks large US stocks. It provides market context, rather than representing this fund’s strategy, asset class or investment benchmark.$11,723
Sep 22, 2025 to Sep 22, 2026. DUKQ $11,564. SPY $11,723. Use the arrow keys to read each point.$9,348$10,673$11,997Sep 2025Mar 2026Sep 2026

Sep 22, 2025 – Sep 22, 2026

Returns run to the Sep 22, 2026 close, with cash distributions reinvested. Each period starts on the same date that many months or years earlier. Periods over one year show the average yearly return.

Trailing total return for DUKQ. Periods over one year show the average yearly return.
PeriodDUKQ
Year to date+14.2%
1 month−0.8%
3 months+0.7%
1 year+15.6%
3 yearsFund is under 3 years oldper year
5 yearsFund is under 5 years oldper year
10 yearsFund is under 10 years oldper year

As of the close, with distributions reinvested.

Calendar-year total return with cash distributions hypothetically reinvested at the ex-dividend date’s closing price. The current year shows year to date.

Annual total returns for DUKQ
YearReturn barDUKQ
2026 YTD+14.2%
2025+5.7%
2024+5.2%

History from Jul 11, 2024

DUKQ in the news

ETF.net Research hasn’t filed on DUKQ yet — coverage lands here as it’s written.

DUKQ Dividends

Adds up every distribution paid per share over the last 12 months, divided by the last completed close. Distributions are counted by ex-date. Data through Sep 22, 2026.
0.31%Last 12 months
Payout per share
$0.10Last 12 months
Last payment
$0.02 per share
Paid on
Shares bought on or after this date do not qualify for this distribution.
Frequency
Quarterly

Distribution history

2024–2026

One bar per payment. 6 payments from 2024 to 2026 YTD. Sep 27, 2024 $0.02; Dec 30, 2024 $0.06; Jun 27, 2025 $0.11; Sep 26, 2025 $0.02; Dec 30, 2025 $0.06; Mar 27, 2026 $0.02. Use the arrow keys to read each point.202420252026YTD
Ex-datePay dateAmount per share
Mar 27, 2026Apr 1, 2026$0.02
Dec 30, 2025Jan 5, 2026$0.06
Sep 26, 2025Oct 1, 2025$0.02
Jun 27, 2025Jul 2, 2025$0.11
Dec 30, 2024Jan 6, 2025$0.06
Sep 27, 2024Oct 4, 2024$0.02

DUKQ Risk

How much the fund’s monthly returns vary, scaled to a year.
14.5%
Annualised · 25 months to Aug 2026
How it’s calculated: standard deviation

The sample standard deviation of monthly total returns, multiplied by the square root of 12.

Uses up to 36 complete months, with at least 12 required. Total returns include reinvested distributions.

Return above 3-month US Treasury bills per unit of volatility.
0.56
vs 3-month T-bills · 25 months to Aug 2026
How it’s calculated: Sharpe ratio

Subtract each month’s Treasury-bill return from the fund’s monthly total return.

Divide the average of those excess returns by their sample standard deviation, then multiply by the square root of 12.

Uses up to 36 complete months, with at least 12 required. Each month uses the Treasury yield quoted at the end of the previous month.

The largest fall from a peak to the low that followed.
−18.4%
26 months · trough Apr 2025
How it’s calculated: maximum drawdown

The largest percentage decline from an earlier peak, using total returns with reinvested distributions.

Uses up to five years through the last close, with at least 12 months required.

How strongly the fund’s returns move with its asset-class index.
1.05
vs its asset-class index
How it’s calculated: beta

The beta figure is supplied by FMP. The comparison index depends on the fund’s broad asset class.

DUKQ Cost

Expense ratio2.96%
  • The middle half of US Active Equity funds
  • Median 0.70%

Every other US Active Equity fund charges less.

DUKQ costs $296.00 a year on $10,000. The median US Active Equity fund costs $70.00.