MWM
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Mosley Wealth Management’s DNP Select Income Fund DNP Stock Holding History

Mosley 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
-1
Closed -$10 – 794
2026
Q1 		$10 Buy
+1
New +$10 ﹤0.01% 465

Other funds holding DNP

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
BCA
Bay Colony Advisors Concord, Massachusetts $903M AUM 33.67% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
KTC
Kentucky Trust Company Danville, Kentucky $208M AUM 32.13% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
NEWAS
N.E.W. Advisory Services De Pere, Wisconsin $1.5B AUM 19.48% 1-Year Est. Return
SAM
Smith Asset Management Chiefland, Florida $127M AUM 5.85% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

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

Mosley Wealth Management sold out of DNP Select Income Fund (DNP) in Q2 2026, closing a stake of 1 share — an estimated $10 sold.

Mosley Wealth Management first reported a position in DNP in Q1 2026 and held it in 1 quarter. The position peaked at $10 in Q1 2026. 205 funds tracked by Wall St. Rank hold DNP as of Q2 2026.

  • Mosley Wealth Management reported no remaining DNP Select Income Fund position as of Q2 2026 after selling out during the quarter.
  • Mosley Wealth Management sold 1 DNP Select Income Fund share in Q2 2026, an estimated $10.
  • Mosley Wealth Management first reported a position in DNP Select Income Fund in Q1 2026 and held it in 1 quarter.
  • Mosley Wealth Management's DNP Select Income Fund position peaked at $10 in Q1 2026.
  • 205 funds tracked by Wall St. Rank held DNP Select Income Fund as of Q2 2026.

Based on Mosley Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.