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DNP Select Income Fund shares owned by Sar Wealth Management Group

Quarter-by-quarter ownership of DNP Select Income Fund (DNP) shares owned by Sar Wealth Management Group from 13F filings

Historical chart of Sar Wealth Management Group investment in DNP Select Income Fund

Tip: Access up to 7 years of quarterly data

All positions including DNP Select Income Fund held by Sar Wealth Management Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in DNP Select Income Fund by Sar Wealth Management Group

Quarter filed Position value Share count Share price at filing
2024-12-31 $178k 20k 8.82
2024-09-30 $203k 20k 10.04
2024-06-30 $166k 20k 8.22
2023-12-31 $171k 20k 8.48

More positions owned by Sar Wealth Management Group

First Tr Exchange-traded Dorsey Wrt 5 Etf (FV)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Vanguard Index Fds Total Stk Mkt (VTI)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Spdr Ser Tr S&p Divid Etf (SDY)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Specialized Funds Div App Etf (VIG)
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)
Apple (AAPL)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Procter & Gamble Company (PG)
Microsoft Corporation (MSFT)
T Rowe Price Etf Cap Appreciation (TCAF)

View all positions for Sar Wealth Management Group

Top funds holding DNP Select Income Fund

LPL Financial
Royal Bank of Canada
Baird Financial
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
Cetera Investment Advisers
Commonwealth Equity Services
Cambridge Investment Research Advisors
Bank of America Corporation
Apollon Wealth Management
Advisor Group Holdings
Kentucky Trust
J.w. Cole Advisors
American Financial Advisors
Raymond James & Associates
UBS Group

View all funds holding DNP Select Income Fund