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Morey & Quinn Wealth Partners’s DNP Select Income Fund DNP Stock Holding History

Morey & Quinn Wealth Partners’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
2025
Q2 		– Sell
-34,700
Closed -$343K – 131
2025
Q1 		$343K Hold
34,700
– – 0.28% 82
2024
Q4 		$306K Buy
+34,700
New +$327K 0.26% 92

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Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
BCA
Bay Colony Advisors Concord, Massachusetts $903M AUM 33.67% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

Morey & Quinn Wealth Partners's DNP Position: Q2 2025 in Review

Morey & Quinn Wealth Partners sold out of DNP Select Income Fund (DNP) in Q2 2025, closing a stake of 34,700 shares — an estimated $343K sold.

Morey & Quinn Wealth Partners first reported a position in DNP in Q4 2024 and held it in 2 quarters. The position peaked at $343K in Q1 2025. 319 funds tracked by Wall St. Rank hold DNP as of Q2 2025.

  • Morey & Quinn Wealth Partners reported no remaining DNP Select Income Fund position as of Q2 2025 after selling out during the quarter.
  • Morey & Quinn Wealth Partners sold 34,700 DNP Select Income Fund shares in Q2 2025, an estimated $343K.
  • Morey & Quinn Wealth Partners first reported a position in DNP Select Income Fund in Q4 2024 and held it in 2 quarters.
  • Morey & Quinn Wealth Partners's DNP Select Income Fund position peaked at $343K in Q1 2025.
  • 319 funds tracked by Wall St. Rank held DNP Select Income Fund as of Q2 2025.

Based on Morey & Quinn Wealth Partners's 13F filing for Q2 2025, filed 23 Jul 2025.