SWM
DPG

SeaCrest Wealth Management’s Duff & Phelps Utility and Infrastructure Fund DPG Stock Holding History

SeaCrest Wealth Management’s Portfolio DPG Stock Details DPG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-15,112
Closed -$218K – 574
2026
Q1 		$218K Sell
15,112
-1,189
-7% -$16.5K 0.02% 576
2025
Q4 		$207K Buy
16,301
+11
+0.1% +$143 0.02% 592
2025
Q3 		$215K Buy
16,290
+12
+0.1% +$151 0.02% 575
2025
Q2 		$202K Buy
+16,278
New +$197K 0.02% 575
2023
Q4 		– Sell
-19,180
Closed -$165K – 630
2023
Q3 		$165K Sell
19,180
-1,356
-7% -$13K 0.02% 582
2023
Q2 		$200K Buy
20,536
+15
+0.1% +$183 0.03% 581
2023
Q1 		$274K Buy
20,521
+1,563
+8% +$21.2K 0.04% 490
2022
Q4 		$256K Buy
18,958
+1,114
+6% +$14.7K 0.04% 488
2022
Q3 		$228K Sell
17,844
-3,787
-18% -$54.1K 0.03% 507
2022
Q2 		$301K Sell
21,631
-7,214
-25% -$106K 0.04% 462
2022
Q1 		$438K Buy
+28,845
New +$415K 0.05% 396

Other funds holding DPG

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
DI
Decision Investments San Diego, California $110M AUM
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
HIA
Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return

SeaCrest Wealth Management's DPG Position: Q2 2026 in Review

SeaCrest Wealth Management sold out of Duff & Phelps Utility and Infrastructure Fund (DPG) in Q2 2026, closing a stake of 15,112 shares — an estimated $218K sold.

SeaCrest Wealth Management first reported a position in DPG in Q1 2022 and held it in 11 quarters. The position peaked at $438K in Q1 2022. 8 funds tracked by Wall St. Rank hold DPG as of Q2 2026.

  • SeaCrest Wealth Management reported no remaining Duff & Phelps Utility and Infrastructure Fund position as of Q2 2026 after selling out during the quarter.
  • SeaCrest Wealth Management sold 15,112 Duff & Phelps Utility and Infrastructure Fund shares in Q2 2026, an estimated $218K.
  • SeaCrest Wealth Management first reported a position in Duff & Phelps Utility and Infrastructure Fund in Q1 2022 and held it in 11 quarters.
  • SeaCrest Wealth Management's Duff & Phelps Utility and Infrastructure Fund position peaked at $438K in Q1 2022.
  • 8 funds tracked by Wall St. Rank held Duff & Phelps Utility and Infrastructure Fund as of Q2 2026.

Based on SeaCrest Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.