LongView Wealth Management’s DNP Select Income Fund DNP Stock Holding History

LongView Wealth Management’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	–	Sell	-14,969	Closed	-$157K	–	236
2026 Q1	$157K	Hold	14,969	–	–	0.04%	247
2025 Q4	$150K	Hold	14,969	–	–	0.04%	248
2025 Q3	$150K	Hold	14,969	–	–	0.04%	224
2025 Q2	$147K	Hold	14,969	–	–	0.04%	215
2025 Q1	$148K	Hold	14,969	–	–	0.04%	201
2024 Q4	$132K	Hold	14,969	–	–	0.04%	203
2024 Q3	$150K	Hold	14,969	–	–	0.05%	194
2024 Q2	$123K	Sell	14,969 -5,612	-27%	-$48.7K	0.05%	181
2024 Q1	$187K	Hold	20,581	–	–	0.07%	176
2023 Q4	$184K	Buy	+20,581	New	+$186K	0.08%	168

Other funds holding DNP

BCA

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

KTC

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

SAM

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

RFN

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

FHC

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

AFA

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

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

SDAM

Shulman DeMeo Asset Management Lake Success, New York $535M AUM 24.42% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

LongView Wealth Management's DNP Position: Q2 2026 in Review

LongView Wealth Management sold out of DNP Select Income Fund (DNP) in Q2 2026, closing a stake of 14,969 shares — an estimated $157K sold.

LongView Wealth Management first reported a position in DNP in Q4 2023 and held it in 10 quarters. The position peaked at $187K in Q1 2024. 54 funds tracked by Wall St. Rank hold DNP as of Q2 2026.

LongView Wealth Management reported no remaining DNP Select Income Fund position as of Q2 2026 after selling out during the quarter.
LongView Wealth Management sold 14,969 DNP Select Income Fund shares in Q2 2026, an estimated $157K.
LongView Wealth Management first reported a position in DNP Select Income Fund in Q4 2023 and held it in 10 quarters.
LongView Wealth Management's DNP Select Income Fund position peaked at $187K in Q1 2024.
54 funds tracked by Wall St. Rank held DNP Select Income Fund as of Q2 2026.

Based on LongView Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.