Center for Financial Planning’s DNP Select Income Fund DNP Stock Holding History

Center for Financial Planning’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
2026 Q2	$14.3K	Hold	1,324	–	–	﹤0.01%	462
2026 Q1	$13.6K	Hold	1,324	–	–	﹤0.01%	457
2025 Q4	$13.2K	Hold	1,324	–	–	﹤0.01%	457
2025 Q3	$13.3K	Hold	1,324	–	–	﹤0.01%	468
2025 Q2	$13K	Hold	1,324	–	–	﹤0.01%	438
2025 Q1	$13.1K	Hold	1,324	–	–	﹤0.01%	439
2024 Q4	$11.7K	Hold	1,324	–	–	﹤0.01%	406
2024 Q3	$13.3K	Hold	1,324	–	–	﹤0.01%	373
2024 Q2	$10.9K	Hold	1,324	–	–	﹤0.01%	386
2024 Q1	$12K	Hold	1,324	–	–	﹤0.01%	385
2023 Q4	$11.2K	Hold	1,324	–	–	﹤0.01%	356
2023 Q3	$12.6K	Hold	1,324	–	–	﹤0.01%	333
2023 Q2	$13.9K	Buy	+1,324	New	+$13.8K	﹤0.01%	352

Other funds holding DNP

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

KTC

Kentucky Trust Company Danville, Kentucky $208M AUM 32.13% 1-Year Est. Return

AWM

Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

SAM

Smith Asset Management Chiefland, Florida $127M AUM 5.85% 1-Year Est. Return

RFN

RDA Financial Network Akron, Iowa $459M AUM 24.58% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

Owen LaRue Elizabethtown, Kentucky $288M AUM 29.4% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

AFA

American Financial Advisors Marietta, Georgia $831M AUM 21.38% 1-Year Est. Return

Center for Financial Planning's DNP Position: Q2 2026 in Review

Center for Financial Planning held its DNP Select Income Fund (DNP) position steady in Q2 2026 at 1,324 shares worth $14.3K. The position accounts for ﹤0.01% of the portfolio, ranked #462.

Center for Financial Planning first reported a position in DNP in Q2 2023 and has held it in 13 quarters since. 100 funds tracked by Wall St. Rank hold DNP as of Q2 2026.

Center for Financial Planning held 1,324 shares of DNP Select Income Fund worth $14.3K as of Q2 2026.
Center for Financial Planning left its DNP Select Income Fund share count unchanged in Q2 2026.
DNP Select Income Fund made up ﹤0.01% of Center for Financial Planning's portfolio in Q2 2026, its #462 holding.
Center for Financial Planning first reported a position in DNP Select Income Fund in Q2 2023 and has held it in 13 quarters since.
100 funds tracked by Wall St. Rank held DNP Select Income Fund as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.