Atria Wealth Solutions’s Duff & Phelps Utility and Infrastructure Fund DPG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-21,233	Closed	-$260K	–	1564
2025 Q1	$260K	Buy	21,233 +4,473	+27%	+$52.9K	﹤0.01%	1560
2024 Q4	$196K	Buy	16,760 +131	+0.8%	+$1.54K	﹤0.01%	1840
2024 Q3	$195K	Buy	16,629 +3,019	+22%	+$32.5K	﹤0.01%	1801
2024 Q2	$134K	Sell	13,610 -3,435	-20%	-$33.1K	﹤0.01%	1828
2024 Q1	$163K	Buy	17,045 +2,963	+21%	+$27.1K	﹤0.01%	1851
2023 Q4	$129K	Buy	+14,082	New	+$125K	﹤0.01%	1836
2023 Q1	–	Sell	-10,153	Closed	-$137K	–	1880
2022 Q4	$137K	Buy	+10,153	New	+$134K	﹤0.01%	1670

Other funds holding DPG

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

KWM

Kanen Wealth Management Coconut Creek, Florida $413M AUM 109.83% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

UAG

United Advisor Group Cincinnati, Ohio $948M AUM 25.89% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Atria Wealth Solutions sold out of Duff & Phelps Utility and Infrastructure Fund (DPG) in Q2 2025, closing a stake of 21,233 shares — an estimated $260K sold.

Atria Wealth Solutions first reported a position in DPG in Q4 2022 and held it in 7 quarters. The position peaked at $260K in Q1 2025. 74 funds tracked by Wall St. Rank hold DPG as of Q2 2025.

Atria Wealth Solutions reported no remaining Duff & Phelps Utility and Infrastructure Fund position as of Q2 2025 after selling out during the quarter.
Atria Wealth Solutions sold 21,233 Duff & Phelps Utility and Infrastructure Fund shares in Q2 2025, an estimated $260K.
Atria Wealth Solutions first reported a position in Duff & Phelps Utility and Infrastructure Fund in Q4 2022 and held it in 7 quarters.
Atria Wealth Solutions's Duff & Phelps Utility and Infrastructure Fund position peaked at $260K in Q1 2025.
74 funds tracked by Wall St. Rank held Duff & Phelps Utility and Infrastructure Fund as of Q2 2025.

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