Lloyd Advisory Services’s DNP Select Income Fund DNP Stock Holding History

Lloyd Advisory Services’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
2022 Q1	–	Sell	-372	Closed	-$4K	–	616
2021 Q4	$4K	Buy	+372	New	+$4.02K	﹤0.01%	355

Other funds holding DNP

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

AFA

American Financial Advisors Marietta, Georgia $831M AUM 21.38% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

TRUADVICE Sarasota, Florida $255M AUM 14.45% 1-Year Est. Return

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

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

JWCA

J.W. Cole Advisors Tampa, Florida $2.96B AUM 23.14% 1-Year Est. Return

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Lloyd Advisory Services's DNP Position: Q1 2022 in Review

Lloyd Advisory Services sold out of DNP Select Income Fund (DNP) in Q1 2022, closing a stake of 372 shares — an estimated $4K sold.

Lloyd Advisory Services first reported a position in DNP in Q4 2021 and held it in 1 quarter. The position peaked at $4K in Q4 2021. 267 funds tracked by Wall St. Rank hold DNP as of Q1 2022.

Lloyd Advisory Services reported no remaining DNP Select Income Fund position as of Q1 2022 after selling out during the quarter.
Lloyd Advisory Services sold 372 DNP Select Income Fund shares in Q1 2022, an estimated $4K.
Lloyd Advisory Services first reported a position in DNP Select Income Fund in Q4 2021 and held it in 1 quarter.
Lloyd Advisory Services's DNP Select Income Fund position peaked at $4K in Q4 2021.
267 funds tracked by Wall St. Rank held DNP Select Income Fund as of Q1 2022.

Based on Lloyd Advisory Services's 13F filing for Q1 2022, filed 2 May 2022.