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 Q3	$143K	Buy	+14,969	New	+$160K	0.03%	229
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

KTC

Kentucky Trust Company Danville, Kentucky $200M AUM 22.53% 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

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

Shulman DeMeo Asset Management Lake Success, New York $505M AUM 16.86% 1-Year Est. Return

Westbourne Investment Advisors Annapolis, Maryland $378M AUM 18.11% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

LongView Wealth Management's DNP Position: Q3 2026 in Review

LongView Wealth Management opened a new position in DNP Select Income Fund (DNP) in Q3 2026: 14,969 shares worth $143K. The stake represents 0.03% of the portfolio and ranks #229 among its holdings. This is a return to the name: LongView Wealth Management previously reported a position in DNP as recently as Q1 2026.

LongView Wealth Management first reported a position in DNP in Q4 2023 and has held it in 11 quarters since. The position peaked at $187K in Q1 2024. 76 funds tracked by Wall St. Rank hold DNP as of Q3 2026.

LongView Wealth Management held 14,969 shares of DNP Select Income Fund worth $143K as of Q3 2026.
DNP Select Income Fund was a new LongView Wealth Management position in Q3 2026.
DNP Select Income Fund made up 0.03% of LongView Wealth Management's portfolio in Q3 2026, its #229 holding.
LongView Wealth Management first reported a position in DNP Select Income Fund in Q4 2023 and has held it in 11 quarters since.
LongView Wealth Management's DNP Select Income Fund position peaked at $187K in Q1 2024.
76 funds tracked by Wall St. Rank held DNP Select Income Fund as of Q3 2026.

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