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DNP Select Income Fund shares owned by Walled Lake Planning & Wealth Management

Quarter-by-quarter ownership of DNP Select Income Fund (DNP) shares owned by Walled Lake Planning & Wealth Management from 13F filings

Historical chart of Walled Lake Planning & Wealth Management investment in DNP Select Income Fund

Tip: Access up to 7 years of quarterly data

All positions including DNP Select Income Fund held by Walled Lake Planning & Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in DNP Select Income Fund by Walled Lake Planning & Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $106k 11k 10.01
2025-06-30 $103k 11k 9.79

More positions owned by Walled Lake Planning & Wealth Management

Doubleline Shiller CAPE US Equity Shiller Cape U S (CAPE)
Pimco Ultra Short Government ETF Ultra Short Govt (BILZ)
JPMorgan US Quality Factor Us Qualty Fctr (JQUA)
iShares MSCI USA Min Vol Factor Msci Usa Min Vol (USMV)
Schwab US Dividend Equity ETF Us Dividend Eq (SCHD)
Invesco S&P 500 Equal Weight Healthcare S&p500 Eql Hlt (RSPH)
Apple (AAPL)
Invesco S&P 500 Equal Weight S&p500 Eql Wgt (RSP)
Invesco S&P 500 Equal Weight Technology S&p500 Eql Tec (RSPT)
Altria (MO)
Huntington Ingalls Inds (HII)
Novartis Sponsored Adr (NVS)
Lockheed Martin Corporation (LMT)
Gilead Sciences (GILD)
Houlihan Lokey Inc cl a (HLI)

View all positions for Walled Lake Planning & Wealth Management

Top funds holding DNP Select Income Fund

Morgan Stanley
Royal Bank of Canada
LPL Financial
Wells Fargo & Company
Baird Financial
Cetera Investment Advisers
Commonwealth Equity Services
Advisor Group Holdings
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
J.w. Cole Advisors
Raymond James Financial
Apollon Wealth Management
Cambridge Investment Research Advisors
Kentucky Trust
Cohen & Steers Capital Management

View all funds holding DNP Select Income Fund