Inspirion Wealth Advisors’s DNP Select Income Fund DNP Stock Holding History

Inspirion Wealth 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
2025 Q4	–	Sell	-24,880	Closed	-$250K	–	172
2025 Q3	$250K	Buy	+24,880	New	+$245K	0.04%	130
2024 Q4	–	Sell	-24,880	Closed	-$250K	–	158
2024 Q3	$250K	Hold	24,880	–	–	0.03%	131
2024 Q2	$205K	Hold	24,880	–	–	0.03%	139
2024 Q1	$226K	Hold	24,880	–	–	0.04%	135
2023 Q4	$215K	Hold	24,880	–	–	0.04%	130
2023 Q3	$237K	Hold	24,880	–	–	0.05%	122
2023 Q2	$261K	Hold	24,880	–	–	0.05%	117
2023 Q1	$274K	Hold	24,880	–	–	0.06%	113
2022 Q4	$280K	Hold	24,880	–	–	0.06%	105
2022 Q3	$258K	Hold	24,880	–	–	0.06%	102
2022 Q2	$270K	Hold	24,880	–	–	0.06%	104
2022 Q1	$294K	Buy	+24,880	New	+$279K	0.06%	89

Other funds holding DNP

Align Financial Hermantown, Minnesota $176M AUM

Morgan Stanley New York $1.66T AUM 25.57% 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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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

BCA

Bay Colony Advisors Concord, Massachusetts $903M AUM 33.67% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Inspirion Wealth Advisors's DNP Position: Q4 2025 in Review

Inspirion Wealth Advisors sold out of DNP Select Income Fund (DNP) in Q4 2025, closing a stake of 24,880 shares — an estimated $250K sold.

Inspirion Wealth Advisors first reported a position in DNP in Q1 2022 and held it in 12 quarters. The position peaked at $294K in Q1 2022. 337 funds tracked by Wall St. Rank hold DNP as of Q4 2025.

Inspirion Wealth Advisors reported no remaining DNP Select Income Fund position as of Q4 2025 after selling out during the quarter.
Inspirion Wealth Advisors sold 24,880 DNP Select Income Fund shares in Q4 2025, an estimated $250K.
Inspirion Wealth Advisors first reported a position in DNP Select Income Fund in Q1 2022 and held it in 12 quarters.
Inspirion Wealth Advisors's DNP Select Income Fund position peaked at $294K in Q1 2022.
337 funds tracked by Wall St. Rank held DNP Select Income Fund as of Q4 2025.

Based on Inspirion Wealth Advisors's 13F filing for Q4 2025, filed 9 Jan 2026.