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

Ruedi 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
2025
Q2 		– Sell
-149
Closed -$1.47K – 127
2025
Q1 		$1.47K Buy
+149
New +$1.41K ﹤0.01% 274

Other funds holding DNP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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

Ruedi Wealth Management's DNP Position: Q2 2025 in Review

Ruedi Wealth Management sold out of DNP Select Income Fund (DNP) in Q2 2025, closing a stake of 149 shares — an estimated $1.47K sold.

Ruedi Wealth Management first reported a position in DNP in Q1 2025 and held it in 1 quarter. The position peaked at $1.47K in Q1 2025. 319 funds tracked by Wall St. Rank hold DNP as of Q2 2025.

  • Ruedi Wealth Management reported no remaining DNP Select Income Fund position as of Q2 2025 after selling out during the quarter.
  • Ruedi Wealth Management sold 149 DNP Select Income Fund shares in Q2 2025, an estimated $1.47K.
  • Ruedi Wealth Management first reported a position in DNP Select Income Fund in Q1 2025 and held it in 1 quarter.
  • Ruedi Wealth Management's DNP Select Income Fund position peaked at $1.47K in Q1 2025.
  • 319 funds tracked by Wall St. Rank held DNP Select Income Fund as of Q2 2025.

Based on Ruedi Wealth Management's 13F filing for Q2 2025, filed 25 Jul 2025.