Atria Wealth Solutions’s DNP Select Income Fund DNP Stock Holding History

Atria Wealth Solutions’s Portfolio DNP Stock Details DNP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$302K	Sell	30,788 -58,157	-65%	-$559K	0.01%	1145
2025 Q1	$881K	Buy	88,945 +6,997	+9%	+$66K	0.01%	937
2024 Q4	$724K	Sell	81,948 -21,413	-21%	-$202K	0.01%	1057
2024 Q3	$1.04M	Sell	103,361 -12,608	-11%	-$115K	0.01%	903
2024 Q2	$955K	Sell	115,969 -8,360	-7%	-$72.5K	0.01%	915
2024 Q1	$1.13M	Sell	124,329 -41	-0%	-$362	0.01%	860
2023 Q4	$1.06M	Buy	124,370 +8,048	+7%	+$72.7K	0.01%	837
2023 Q3	$1.11M	Sell	116,322 -139,708	-55%	-$1.41M	0.02%	762
2023 Q2	$2.69M	Buy	256,030 +2,344	+0.9%	+$24.5K	0.04%	475
2023 Q1	$2.81M	Buy	253,686 +51,347	+25%	+$584K	0.04%	424
2022 Q4	$2.29M	Buy	202,339 +33,942	+20%	+$371K	0.04%	466
2022 Q3	$1.75M	Buy	168,397 +60,736	+56%	+$677K	0.03%	534
2022 Q2	$1.17M	Buy	107,661 +20,188	+23%	+$227K	0.02%	635
2022 Q1	$1.04M	Buy	+87,473	New	+$982K	0.02%	718

Other funds holding DNP

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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

BCA

Bay Colony Advisors Concord, Massachusetts $903M AUM 33.67% 1-Year Est. Return

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

Atria Wealth Solutions's DNP Position: Q2 2025 in Review

Atria Wealth Solutions reduced its DNP Select Income Fund (DNP) stake by 65% in Q2 2025, selling an estimated $559K and leaving 30,788 shares worth $302K. The position accounts for 0.01% of the portfolio, ranked #1145.

Atria Wealth Solutions first reported a position in DNP in Q1 2022 and has held it in 14 quarters since. The position peaked at $2.81M in Q1 2023. 319 funds tracked by Wall St. Rank hold DNP as of Q2 2025.

Atria Wealth Solutions held 30,788 shares of DNP Select Income Fund worth $302K as of Q2 2025.
Atria Wealth Solutions sold 58,157 DNP Select Income Fund shares in Q2 2025, an estimated $559K.
DNP Select Income Fund made up 0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #1145 holding.
Atria Wealth Solutions first reported a position in DNP Select Income Fund in Q1 2022 and has held it in 14 quarters since.
Atria Wealth Solutions's DNP Select Income Fund position peaked at $2.81M in Q1 2023.
319 funds tracked by Wall St. Rank held DNP Select Income Fund as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.