CX Institutional’s DNP Select Income Fund DNP Stock Holding History

CX Institutional’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	$2K	Hold	208	–	–	﹤0.01%	1461
2026 Q1	$2K	Hold	208	–	–	﹤0.01%	1448
2025 Q4	$2K	Hold	208	–	–	﹤0.01%	1363
2025 Q3	$2K	Hold	208	–	–	﹤0.01%	1307
2025 Q2	$2K	Hold	208	–	–	﹤0.01%	1144
2025 Q1	$2K	Buy	+208	New	+$1.96K	﹤0.01%	1135

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

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

AFA

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

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

SDAM

Shulman DeMeo Asset Management Lake Success, New York $535M AUM 24.42% 1-Year Est. Return

CX Institutional's DNP Position: Q2 2026 in Review

CX Institutional held its DNP Select Income Fund (DNP) position steady in Q2 2026 at 208 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #1461.

CX Institutional first reported a position in DNP in Q1 2025 and has held it in 6 quarters since. 67 funds tracked by Wall St. Rank hold DNP as of Q2 2026.

CX Institutional held 208 shares of DNP Select Income Fund worth $2K as of Q2 2026.
CX Institutional left its DNP Select Income Fund share count unchanged in Q2 2026.
DNP Select Income Fund made up ﹤0.01% of CX Institutional's portfolio in Q2 2026, its #1461 holding.
CX Institutional first reported a position in DNP Select Income Fund in Q1 2025 and has held it in 6 quarters since.
67 funds tracked by Wall St. Rank held DNP Select Income Fund as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.