Financial Management Professionals
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Financial Management Professionals’s DNP Select Income Fund DNP Stock Holding History

Financial Management Professionals’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
Q3 		$23.4K Buy
2,429
+43
+2% +$461 ﹤0.01% 412
2026
Q2 		$25.9K Buy
2,386
+43
+2% +$459 ﹤0.01% 393
2026
Q1 		$24.3K Buy
2,343
+44
+2% +$449 ﹤0.01% 364
2025
Q4 		$23.1K Buy
2,299
+44
+2% +$443 ﹤0.01% 377
2025
Q3 		$22.7K Buy
2,255
+44
+2% +$433 ﹤0.01% 380
2025
Q2 		$21.8K Buy
2,211
+44
+2% +$423 ﹤0.01% 398
2025
Q1 		$21.4K Buy
2,167
+44
+2% +$415 ﹤0.01% 416
2024
Q4 		$18.7K Buy
+2,123
New +$20K ﹤0.01% 418

Other funds holding DNP

KTC
Kentucky Trust Company Danville, Kentucky $200M AUM 22.53% 1-Year Est. Return
Apollon Wealth Management
Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return
Smith Asset Management
Smith Asset Management Chiefland, Florida $123M AUM 1.3% 1-Year Est. Return
RDA Financial Network
RDA Financial Network Akron, Iowa $459M AUM 19.8% 1-Year Est. Return
First Heartland Consultants
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return
Shulman DeMeo Asset Management
Shulman DeMeo Asset Management Lake Success, New York $505M AUM 16.86% 1-Year Est. Return
Westbourne Investment Advisors
Westbourne Investment Advisors Annapolis, Maryland $378M AUM 18.11% 1-Year Est. Return

Financial Management Professionals's DNP Position: Q3 2026 in Review

Financial Management Professionals increased its DNP Select Income Fund (DNP) stake by 1.8% in Q3 2026, buying an estimated $461 and bringing the position to 2,429 shares worth $23.4K. The position accounts for ﹤0.01% of the portfolio, ranked #412.

Financial Management Professionals first reported a position in DNP in Q4 2024 and has held it in 8 quarters since. The position peaked at $25.9K in Q2 2026. 91 funds tracked by Wall St. Rank hold DNP as of Q3 2026.

  • Financial Management Professionals held 2,429 shares of DNP Select Income Fund worth $23.4K as of Q3 2026.
  • Financial Management Professionals bought 43 DNP Select Income Fund shares in Q3 2026, an estimated $461.
  • DNP Select Income Fund made up ﹤0.01% of Financial Management Professionals's portfolio in Q3 2026, its #412 holding.
  • Financial Management Professionals first reported a position in DNP Select Income Fund in Q4 2024 and has held it in 8 quarters since.
  • Financial Management Professionals's DNP Select Income Fund position peaked at $25.9K in Q2 2026.
  • 91 funds tracked by Wall St. Rank held DNP Select Income Fund as of Q3 2026.

Based on Financial Management Professionals's 13F filing for Q3 2026, filed 23 Oct 2026.