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

Maridea 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 		$288K Buy
26,655
+3,450
+15% +$36.8K 0.03% 431
2026
Q1 		$239K Buy
+23,205
New +$237K 0.03% 392

Other funds holding DNP

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
BCA
Bay Colony Advisors Concord, Massachusetts $903M AUM 33.67% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Maridea Wealth Management increased its DNP Select Income Fund (DNP) stake by 15% in Q2 2026, buying an estimated $36.8K and bringing the position to 26,655 shares worth $288K. The position accounts for 0.03% of the portfolio, ranked #431.

Maridea Wealth Management first reported a position in DNP in Q1 2026 and has held it in 2 quarters since. 329 funds tracked by Wall St. Rank hold DNP as of Q2 2026.

  • Maridea Wealth Management held 26,655 shares of DNP Select Income Fund worth $288K as of Q2 2026.
  • Maridea Wealth Management bought 3,450 DNP Select Income Fund shares in Q2 2026, an estimated $36.8K.
  • DNP Select Income Fund made up 0.03% of Maridea Wealth Management's portfolio in Q2 2026, its #431 holding.
  • Maridea Wealth Management first reported a position in DNP Select Income Fund in Q1 2026 and has held it in 2 quarters since.
  • 329 funds tracked by Wall St. Rank held DNP Select Income Fund as of Q2 2026.

Based on Maridea Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.