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

Spire 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	$38.9K	Sell	3,605 -2,130	-37%	-$22.7K	﹤0.01%	1241
2026 Q1	$59.1K	Buy	5,735 +2,335	+69%	+$23.8K	﹤0.01%	1127
2025 Q4	$34K	Buy	3,400 +1,561	+85%	+$15.7K	﹤0.01%	1301
2025 Q3	$18.4K	Sell	1,839 -700	-28%	-$6.89K	﹤0.01%	1552
2025 Q2	$24.9K	Hold	2,539	–	–	﹤0.01%	1432
2025 Q1	$25.1K	Hold	2,539	–	–	﹤0.01%	1527
2024 Q4	$22.4K	Hold	2,539	–	–	﹤0.01%	1589
2024 Q3	$25.5K	Hold	2,539	–	–	﹤0.01%	1365
2024 Q2	$20.9K	Hold	2,539	–	–	﹤0.01%	1428
2024 Q1	$23K	Hold	2,539	–	–	﹤0.01%	1469
2023 Q4	$21.7K	Hold	2,539	–	–	﹤0.01%	1508
2023 Q3	$24.2K	Hold	2,539	–	–	﹤0.01%	1431
2023 Q2	$26.6K	Hold	2,539	–	–	﹤0.01%	1464
2023 Q1	$28K	Buy	2,539 +700	+38%	+$7.96K	﹤0.01%	1475
2022 Q4	$21K	Hold	1,839	–	–	﹤0.01%	1349
2022 Q3	$19K	Hold	1,839	–	–	﹤0.01%	1345
2022 Q2	$20K	Hold	1,839	–	–	﹤0.01%	1671
2022 Q1	$22K	Sell	1,839 -5,148	-74%	-$57.8K	﹤0.01%	1768
2021 Q4	$76K	Buy	6,987 +700	+11%	+$7.56K	﹤0.01%	1527
2021 Q3	$67K	Sell	6,287 -17,552	-74%	-$188K	﹤0.01%	1356
2021 Q2	$249K	Buy	23,839 +6,062	+34%	+$62.6K	0.01%	855
2021 Q1	$176K	Buy	+17,777	New	+$182K	﹤0.01%	1127

Other funds holding DNP

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

BCA

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Spire Wealth Management reduced its DNP Select Income Fund (DNP) stake by 37% in Q2 2026, selling an estimated $22.7K and leaving 3,605 shares worth $38.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1241.

Spire Wealth Management first reported a position in DNP in Q1 2021 and has held it in 22 quarters since. The position peaked at $249K in Q2 2021. 331 funds tracked by Wall St. Rank hold DNP as of Q2 2026.

Spire Wealth Management held 3,605 shares of DNP Select Income Fund worth $38.9K as of Q2 2026.
Spire Wealth Management sold 2,130 DNP Select Income Fund shares in Q2 2026, an estimated $22.7K.
DNP Select Income Fund made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1241 holding.
Spire Wealth Management first reported a position in DNP Select Income Fund in Q1 2021 and has held it in 22 quarters since.
Spire Wealth Management's DNP Select Income Fund position peaked at $249K in Q2 2021.
331 funds tracked by Wall St. Rank held DNP Select Income Fund as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.