Action Point Financial Planning’s abrdn Global Dynamic Dividend Fund AGD Stock Holding History

Action Point Financial Planning’s Portfolio AGD Stock Details AGD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$14.6K	Buy	+1,203	New	+$14.6K	﹤0.01%	1274

Other funds holding AGD

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

PCM

Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

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

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

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

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

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

Action Point Financial Planning's AGD Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in abrdn Global Dynamic Dividend Fund (AGD) in Q2 2026: 1,203 shares worth $14.6K. The stake represents ﹤0.01% of the portfolio and ranks #1274 among its holdings.

64 funds tracked by Wall St. Rank hold AGD as of Q2 2026.

Action Point Financial Planning held 1,203 shares of abrdn Global Dynamic Dividend Fund worth $14.6K as of Q2 2026.
abrdn Global Dynamic Dividend Fund was a new Action Point Financial Planning position in Q2 2026.
abrdn Global Dynamic Dividend Fund made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #1274 holding.
64 funds tracked by Wall St. Rank held abrdn Global Dynamic Dividend Fund as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.