LifeSteps Financial’s DNP Select Income Fund DNP Stock Holding History

LifeSteps Financial’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 Q2	$1.73K	Buy	+160	New	+$1.71K	﹤0.01%	696

Other funds holding DNP

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

Kentucky Trust Company Danville, Kentucky $208M AUM 32.13% 1-Year Est. Return

Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

Smith Asset Management Chiefland, Florida $127M AUM 5.85% 1-Year Est. Return

RDA Financial Network Akron, Iowa $459M AUM 24.58% 1-Year Est. Return

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return

LifeSteps Financial's DNP Position: Q2 2026 in Review

LifeSteps Financial opened a new position in DNP Select Income Fund (DNP) in Q2 2026: 160 shares worth $1.73K. The stake represents ﹤0.01% of the portfolio and ranks #696 among its holdings.

141 funds tracked by Wall St. Rank hold DNP as of Q2 2026.

LifeSteps Financial held 160 shares of DNP Select Income Fund worth $1.73K as of Q2 2026.
DNP Select Income Fund was a new LifeSteps Financial position in Q2 2026.
DNP Select Income Fund made up ﹤0.01% of LifeSteps Financial's portfolio in Q2 2026, its #696 holding.
141 funds tracked by Wall St. Rank held DNP Select Income Fund as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.