Ignite Planners’s DNP Select Income Fund DNP Stock Holding History

Ignite Planners’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
2023 Q3	–	Sell	-13,555	Closed	-$139K	–	325
2023 Q2	$139K	Sell	13,555 -6,772	-33%	-$70.7K	0.05%	251
2023 Q1	$220K	Hold	20,327	–	–	0.09%	228
2022 Q4	$238K	Buy	+20,327	New	+$222K	0.1%	211

Other funds holding DNP

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AFA

American Financial Advisors Marietta, Georgia $831M AUM 21.38% 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

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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

Ignite Planners's DNP Position: Q3 2023 in Review

Ignite Planners sold out of DNP Select Income Fund (DNP) in Q3 2023, closing a stake of 13,555 shares — an estimated $139K sold.

Ignite Planners first reported a position in DNP in Q4 2022 and held it in 3 quarters. The position peaked at $238K in Q4 2022. 287 funds tracked by Wall St. Rank hold DNP as of Q3 2023.

Ignite Planners reported no remaining DNP Select Income Fund position as of Q3 2023 after selling out during the quarter.
Ignite Planners sold 13,555 DNP Select Income Fund shares in Q3 2023, an estimated $139K.
Ignite Planners first reported a position in DNP Select Income Fund in Q4 2022 and held it in 3 quarters.
Ignite Planners's DNP Select Income Fund position peaked at $238K in Q4 2022.
287 funds tracked by Wall St. Rank held DNP Select Income Fund as of Q3 2023.

Based on Ignite Planners's 13F filing for Q3 2023, filed 11 Oct 2023.