McCarley & Cook Financial Planners’s DNP Select Income Fund DNP Stock Holding History

McCarley & Cook Financial Planners’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	$60.6K	Buy	+6,333	New	+$67.8K	0.05%	89

Other funds holding DNP

KTC

Kentucky Trust Company Danville, Kentucky $200M AUM 22.53% 1-Year Est. Return

Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 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

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 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

Oppenheimer & Co New York $9.5B AUM 27.65% 1-Year Est. Return

McCarley & Cook Financial Planners's DNP Position: Q3 2026 in Review

McCarley & Cook Financial Planners opened a new position in DNP Select Income Fund (DNP) in Q3 2026: 6,333 shares worth $60.6K. The stake represents 0.05% of the portfolio and ranks #89 among its holdings.

111 funds tracked by Wall St. Rank hold DNP as of Q3 2026.

McCarley & Cook Financial Planners held 6,333 shares of DNP Select Income Fund worth $60.6K as of Q3 2026.
DNP Select Income Fund was a new McCarley & Cook Financial Planners position in Q3 2026.
DNP Select Income Fund made up 0.05% of McCarley & Cook Financial Planners's portfolio in Q3 2026, its #89 holding.
111 funds tracked by Wall St. Rank held DNP Select Income Fund as of Q3 2026.

Based on McCarley & Cook Financial Planners's 13F filing for Q3 2026, filed 21 Oct 2026.