Independent Wealth Network’s DNP Select Income Fund DNP Stock Holding History

Independent Wealth Network’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	$110K	Buy	11,486 +37	+0.3%	+$396	0.03%	329
2026 Q2	$124K	Buy	11,449 +29	+0.3%	+$309	0.03%	333
2026 Q1	$118K	Hold	11,420	–	–	0.03%	292
2025 Q4	$114K	Sell	11,420 -100	-0.9%	-$1.01K	0.03%	284
2025 Q3	$115K	Hold	11,520	–	–	0.04%	278
2025 Q2	$113K	Hold	11,520	–	–	0.04%	254
2025 Q1	$114K	Hold	11,520	–	–	0.05%	241
2024 Q4	$102K	Hold	11,520	–	–	0.04%	233
2024 Q3	$116K	Hold	11,520	–	–	0.05%	218
2024 Q2	$94.7K	Hold	11,520	–	–	0.04%	210
2024 Q1	$104K	Hold	11,520	–	–	0.05%	217
2023 Q4	$97.7K	Hold	11,520	–	–	0.05%	210
2023 Q3	$110K	Hold	11,520	–	–	0.07%	194
2023 Q2	$121K	Hold	11,520	–	–	0.07%	199
2023 Q1	$127K	Hold	11,520	–	–	0.08%	188
2022 Q4	$130K	Hold	11,520	–	–	0.09%	186
2022 Q3	$119K	Hold	11,520	–	–	0.09%	164
2022 Q2	$125K	Hold	11,520	–	–	0.09%	177
2022 Q1	$136K	Hold	11,520	–	–	0.09%	193
2021 Q4	$125K	Hold	11,520	–	–	0.08%	206
2021 Q3	$124K	Buy	+11,520	New	+$123K	0.08%	190

Other funds holding DNP

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

J.W. Cole Advisors Tampa, Florida $5.93B AUM 23.96% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

KTC

Kentucky Trust Company Danville, Kentucky $200M AUM 22.53% 1-Year Est. Return

NEWAS

N.E.W. Advisory Services De Pere, Wisconsin $1.51B AUM 12.1% 1-Year Est. Return

Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return

Smith Asset Management Chiefland, Florida $123M AUM 1.3% 1-Year Est. Return

RDA Financial Network Akron, Iowa $459M AUM 19.8% 1-Year Est. Return

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

Independent Wealth Network's DNP Position: Q3 2026 in Review

Independent Wealth Network increased its DNP Select Income Fund (DNP) stake by 0.32% in Q3 2026, buying an estimated $396 and bringing the position to 11,486 shares worth $110K. The position accounts for 0.03% of the portfolio, ranked #329.

Independent Wealth Network first reported a position in DNP in Q3 2021 and has held it in 21 quarters since. The position peaked at $136K in Q1 2022. 198 funds tracked by Wall St. Rank hold DNP as of Q3 2026.

Independent Wealth Network held 11,486 shares of DNP Select Income Fund worth $110K as of Q3 2026.
Independent Wealth Network bought 37 DNP Select Income Fund shares in Q3 2026, an estimated $396.
DNP Select Income Fund made up 0.03% of Independent Wealth Network's portfolio in Q3 2026, its #329 holding.
Independent Wealth Network first reported a position in DNP Select Income Fund in Q3 2021 and has held it in 21 quarters since.
Independent Wealth Network's DNP Select Income Fund position peaked at $136K in Q1 2022.
198 funds tracked by Wall St. Rank held DNP Select Income Fund as of Q3 2026.

Based on Independent Wealth Network's 13F filing for Q3 2026, filed 19 Oct 2026.