AFG
AOD

Atomi Financial Group’s abrdn Total Dynamic Dividend Fund AOD Stock Holding History

Atomi Financial Group’s Portfolio AOD Stock Details AOD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$189K Sell
18,285
-1,857
-9% -$19K ﹤0.01% 1218
2026
Q1 		$186K Hold
20,142
– – 0.01% 1163
2025
Q4 		$196K Hold
20,142
– – 0.01% 1152
2025
Q3 		$191K Hold
20,142
– – 0.01% 1120
2025
Q2 		$178K Hold
20,142
– – 0.01% 1056
2025
Q1 		$169K Buy
20,142
+711
+4% +$6.13K 0.01% 995
2024
Q4 		$163K Buy
19,431
+2,646
+16% +$23.2K 0.01% 931
2024
Q3 		$153K Sell
16,785
-159
-0.9% -$1.38K 0.01% 881
2024
Q2 		$142K Buy
16,944
+5,158
+44% +$42.3K 0.01% 763
2024
Q1 		$97.7K Buy
11,786
+304
+3% +$2.46K 0.01% 710
2023
Q4 		$92.5K Hold
11,482
– – 0.01% 585
2023
Q3 		$86.8K Sell
11,482
-1,242
-10% -$10K 0.03% 342
2023
Q2 		$105K Hold
12,724
– – 0.05% 268
2023
Q1 		$103K Buy
+12,724
New +$103K 0.06% 217

Other funds holding AOD

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return
WW
Waterfront Wealth Overland Park, Kansas $645M AUM 27.59% 1-Year Est. Return

Atomi Financial Group's AOD Position: Q2 2026 in Review

Atomi Financial Group reduced its abrdn Total Dynamic Dividend Fund (AOD) stake by 9.2% in Q2 2026, selling an estimated $19K and leaving 18,285 shares worth $189K. The position accounts for ﹤0.01% of the portfolio, ranked #1218.

Atomi Financial Group first reported a position in AOD in Q1 2023 and has held it in 14 quarters since. The position peaked at $196K in Q4 2025. 152 funds tracked by Wall St. Rank hold AOD as of Q2 2026.

  • Atomi Financial Group held 18,285 shares of abrdn Total Dynamic Dividend Fund worth $189K as of Q2 2026.
  • Atomi Financial Group sold 1,857 abrdn Total Dynamic Dividend Fund shares in Q2 2026, an estimated $19K.
  • abrdn Total Dynamic Dividend Fund made up ﹤0.01% of Atomi Financial Group's portfolio in Q2 2026, its #1218 holding.
  • Atomi Financial Group first reported a position in abrdn Total Dynamic Dividend Fund in Q1 2023 and has held it in 14 quarters since.
  • Atomi Financial Group's abrdn Total Dynamic Dividend Fund position peaked at $196K in Q4 2025.
  • 152 funds tracked by Wall St. Rank held abrdn Total Dynamic Dividend Fund as of Q2 2026.

Based on Atomi Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.