AWM
AOD

Atticus Wealth Management’s abrdn Total Dynamic Dividend Fund AOD Stock Holding History

Atticus Wealth Management’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
2025
Q3 		– Sell
-1,453
Closed -$12.9K – 221
2025
Q2 		$12.9K Hold
1,453
– – ﹤0.01% 456
2025
Q1 		$12.2K Sell
1,453
-3,890
-73% -$33.5K ﹤0.01% 361
2024
Q4 		$44.9K Hold
5,343
– – 0.01% 253
2024
Q3 		$48.6K Hold
5,343
– – 0.02% 247
2024
Q2 		$44.9K Buy
5,343
+1,453
+37% +$11.9K 0.01% 246
2024
Q1 		$32.2K Sell
3,890
-2,255
-37% -$18.2K 0.01% 283
2023
Q4 		$49.5K Buy
6,145
+33
+0.5% +$252 0.02% 247
2023
Q3 		$46.2K Buy
6,112
+46
+0.8% +$370 0.02% 258
2023
Q2 		$50.1K Buy
6,066
+46
+0.8% +$374 0.02% 259
2023
Q1 		$48.6K Buy
6,020
+533
+10% +$4.33K 0.02% 254
2022
Q4 		$42.8K Buy
5,487
+68
+1% +$526 0.02% 269
2022
Q3 		$44K Hold
5,419
– – 0.02% 249
2022
Q2 		$44K Buy
5,419
+29
+0.5% +$252 0.02% 271
2022
Q1 		$52K Hold
5,390
– – 0.02% 244
2021
Q4 		$55K Hold
5,390
– – 0.02% 215
2021
Q3 		$52K Hold
5,390
– – 0.02% 229
2021
Q2 		$55K Hold
5,390
– – 0.02% 221
2021
Q1 		$51K Hold
5,390
– – 0.02% 210
2020
Q4 		$48K Hold
5,390
– – 0.02% 214
2020
Q3 		$43K Buy
5,390
+1,500
+39% +$12K 0.03% 182
2020
Q2 		$30K Hold
3,890
– – 0.02% 195
2020
Q1 		$26K Hold
3,890
– – 0.02% 195
2019
Q4 		$35K Buy
+3,890
New +$33.3K 0.02% 196

Other funds holding AOD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
WAM
WNY Asset Management Williamsville, New York $967M AUM
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
WW
Waterfront Wealth Overland Park, Kansas $545M AUM 19.05% 1-Year Est. Return

Atticus Wealth Management's AOD Position: Q3 2025 in Review

Atticus Wealth Management sold out of abrdn Total Dynamic Dividend Fund (AOD) in Q3 2025, closing a stake of 1,453 shares — an estimated $12.9K sold.

Atticus Wealth Management first reported a position in AOD in Q4 2019 and held it in 23 quarters. The position peaked at $55K in Q4 2021. 136 funds tracked by Wall St. Rank hold AOD as of Q3 2025.

  • Atticus Wealth Management reported no remaining abrdn Total Dynamic Dividend Fund position as of Q3 2025 after selling out during the quarter.
  • Atticus Wealth Management sold 1,453 abrdn Total Dynamic Dividend Fund shares in Q3 2025, an estimated $12.9K.
  • Atticus Wealth Management first reported a position in abrdn Total Dynamic Dividend Fund in Q4 2019 and held it in 23 quarters.
  • Atticus Wealth Management's abrdn Total Dynamic Dividend Fund position peaked at $55K in Q4 2021.
  • 136 funds tracked by Wall St. Rank held abrdn Total Dynamic Dividend Fund as of Q3 2025.

Based on Atticus Wealth Management's 13F filing for Q3 2025, filed 7 Nov 2025.