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Garton & Associates Financial Advisors’s DNP Select Income Fund DNP Stock Holding History

Garton & Associates Financial Advisors’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
Q1 		– Sell
-8,089
Closed -$80.8K – 275
2025
Q4 		$80.8K Buy
+8,089
New +$81.4K 0.05% 282

Other funds holding DNP

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BCA
Bay Colony Advisors Concord, Massachusetts $903M AUM 33.67% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Garton & Associates Financial Advisors's DNP Position: Q1 2026 in Review

Garton & Associates Financial Advisors sold out of DNP Select Income Fund (DNP) in Q1 2026, closing a stake of 8,089 shares — an estimated $80.8K sold.

Garton & Associates Financial Advisors first reported a position in DNP in Q4 2025 and held it in 1 quarter. The position peaked at $80.8K in Q4 2025. 330 funds tracked by Wall St. Rank hold DNP as of Q1 2026.

  • Garton & Associates Financial Advisors reported no remaining DNP Select Income Fund position as of Q1 2026 after selling out during the quarter.
  • Garton & Associates Financial Advisors sold 8,089 DNP Select Income Fund shares in Q1 2026, an estimated $80.8K.
  • Garton & Associates Financial Advisors first reported a position in DNP Select Income Fund in Q4 2025 and held it in 1 quarter.
  • Garton & Associates Financial Advisors's DNP Select Income Fund position peaked at $80.8K in Q4 2025.
  • 330 funds tracked by Wall St. Rank held DNP Select Income Fund as of Q1 2026.

Based on Garton & Associates Financial Advisors's 13F filing for Q1 2026, filed 11 May 2026.