Sound View Wealth Advisors Group’s DNP Select Income Fund DNP Stock Holding History

Sound View Wealth Advisors Group’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 Q1	$2.23M	Buy	216,565 +454	+0.2%	+$4.63K	0.15%	123
2025 Q4	$2.16M	Sell	216,111 -6,110	-3%	-$61.5K	0.14%	124
2025 Q3	$2.22M	Buy	222,221 +392	+0.2%	+$3.86K	0.15%	126
2025 Q2	$2.17M	Sell	221,829 -8,630	-4%	-$83K	0.16%	122
2025 Q1	$2.28M	Sell	230,459 -35,757	-13%	-$337K	0.19%	112
2024 Q4	$2.35M	Sell	266,216 -2,846	-1%	-$26.8K	0.19%	110
2024 Q3	$2.7M	Buy	269,062 +1,880	+0.7%	+$17.2K	0.22%	107
2024 Q2	$2.2M	Sell	267,182 -7,162	-3%	-$62.1K	0.23%	102
2024 Q1	$2.49M	Sell	274,344 -6,919	-2%	-$61.1K	0.27%	91
2023 Q4	$2.39M	Sell	281,263 -36,858	-12%	-$333K	0.26%	91
2023 Q3	$3.03M	Buy	318,121 +14,281	+5%	+$144K	0.38%	62
2023 Q2	$3.18M	Sell	303,840 -21,525	-7%	-$225K	0.42%	60
2023 Q1	$3.59M	Buy	325,365 +44,102	+16%	+$501K	0.49%	54
2022 Q4	$2.39M	Sell	281,263 -24,805	-8%	-$271K	0.26%	91
2022 Q3	$3.17M	Sell	306,068 -2,566	-0.8%	-$28.6K	0.71%	41
2022 Q2	$3.35M	Buy	308,634 +2,186	+0.7%	+$24.6K	0.7%	40
2022 Q1	$3.62M	Sell	306,448 -4,714	-2%	-$52.9K	0.69%	41
2021 Q4	$3.38M	Sell	311,162 -7,444	-2%	-$80.4K	0.64%	44
2021 Q3	$3.4M	Buy	318,606 +3,477	+1%	+$37.3K	0.71%	41
2021 Q2	$3.29M	Buy	315,129 +5,505	+2%	+$56.8K	0.69%	42
2021 Q1	$3.06M	Buy	309,624 +7,382	+2%	+$75.4K	0.71%	41
2020 Q4	$3.1M	Buy	302,242 +7,229	+2%	+$74.1K	0.76%	39
2020 Q3	$2.96M	Sell	295,013 -7,595	-3%	-$80.8K	0.78%	37
2020 Q2	$3.29M	Buy	302,608 +5,024	+2%	+$54K	0.93%	34
2020 Q1	$2.91M	Buy	297,584 +41,952	+16%	+$503K	1.01%	34
2019 Q4	$3.26M	Buy	255,632 +4,743	+2%	+$60.4K	0.92%	38
2019 Q3	$3.23M	Buy	250,889 +33,672	+16%	+$417K	0.96%	34
2019 Q2	$2.57M	Buy	+217,217	New	+$2.53M	0.76%	41

Other funds holding DNP

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BCA

Bay Colony Advisors Concord, Massachusetts $903M AUM 33.67% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Sound View Wealth Advisors Group's DNP Position: Q1 2026 in Review

Sound View Wealth Advisors Group increased its DNP Select Income Fund (DNP) stake by 0.21% in Q1 2026, buying an estimated $4.63K and bringing the position to 216,565 shares worth $2.23M. The position accounts for 0.15% of the portfolio, ranked #123.

Sound View Wealth Advisors Group first reported a position in DNP in Q2 2019 and has held it in 28 quarters since. The position peaked at $3.62M in Q1 2022. 330 funds tracked by Wall St. Rank hold DNP as of Q1 2026.

Sound View Wealth Advisors Group held 216,565 shares of DNP Select Income Fund worth $2.23M as of Q1 2026.
Sound View Wealth Advisors Group bought 454 DNP Select Income Fund shares in Q1 2026, an estimated $4.63K.
DNP Select Income Fund made up 0.15% of Sound View Wealth Advisors Group's portfolio in Q1 2026, its #123 holding.
Sound View Wealth Advisors Group first reported a position in DNP Select Income Fund in Q2 2019 and has held it in 28 quarters since.
Sound View Wealth Advisors Group's DNP Select Income Fund position peaked at $3.62M in Q1 2022.
330 funds tracked by Wall St. Rank held DNP Select Income Fund as of Q1 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q1 2026, filed 6 May 2026.