Coppell Advisory Solutions’s DNP Select Income Fund DNP Stock Holding History

Coppell Advisory 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 Q1	–	Sell	-200	Closed	-$1.78K	–	720
2024 Q4	$1.78K	Hold	200	–	–	﹤0.01%	1553
2024 Q3	$2K	Hold	200	–	–	﹤0.01%	1445
2024 Q2	$1.64K	Buy	+200	New	+$1.74K	﹤0.01%	1414
2023 Q4	$1.7K	Hold	200	–	–	﹤0.01%	1318
2023 Q3	$2.25K	Hold	200	–	–	﹤0.01%	829
2023 Q2	$2.06K	Buy	+200	New	+$2.09K	﹤0.01%	1015
2023 Q1	–	Sell	-200	Closed	-$2.25K	–	428
2022 Q4	$2.25K	Buy	+200	New	+$2.18K	﹤0.01%	831

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Coppell Advisory Solutions's DNP Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of DNP Select Income Fund (DNP) in Q1 2025, closing a stake of 200 shares — an estimated $1.78K sold.

Coppell Advisory Solutions first reported a position in DNP in Q4 2022 and held it in 7 quarters. The position peaked at $2.25K in Q3 2023. 313 funds tracked by Wall St. Rank hold DNP as of Q1 2025.

Coppell Advisory Solutions reported no remaining DNP Select Income Fund position as of Q1 2025 after selling out during the quarter.
Coppell Advisory Solutions sold 200 DNP Select Income Fund shares in Q1 2025, an estimated $1.78K.
Coppell Advisory Solutions first reported a position in DNP Select Income Fund in Q4 2022 and held it in 7 quarters.
Coppell Advisory Solutions's DNP Select Income Fund position peaked at $2.25K in Q3 2023.
313 funds tracked by Wall St. Rank held DNP Select Income Fund as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.