Avantax Advisory Services’s abrdn Total Dynamic Dividend Fund AOD Stock Holding History

Avantax Advisory Services’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 Q2	$336K	Buy	37,957 +15,276	+67%	+$128K	﹤0.01%	1828
2025 Q1	$190K	Buy	22,681 +4,010	+21%	+$34.5K	﹤0.01%	2110
2024 Q4	$157K	Sell	18,671 -311	-2%	-$2.73K	﹤0.01%	2087
2024 Q3	$173K	Buy	18,982 +127	+0.7%	+$1.1K	﹤0.01%	2021
2024 Q2	$159K	Buy	18,855 +6,315	+50%	+$51.7K	﹤0.01%	1980
2024 Q1	$104K	Buy	12,540 +1,075	+9%	+$8.68K	﹤0.01%	1592
2023 Q4	$92.4K	Buy	+11,465	New	+$87.5K	﹤0.01%	1529
2023 Q3	–	Sell	-17,741	Closed	-$147K	–	1549
2023 Q2	$147K	Sell	17,741 -18,834	-51%	-$153K	﹤0.01%	1425
2023 Q1	$296K	Buy	36,575 +3,805	+12%	+$30.9K	﹤0.01%	1161
2022 Q4	$256K	Sell	32,770 -3,000	-8%	-$23.2K	﹤0.01%	1188
2022 Q3	$255K	Sell	35,770 -1,400	-4%	-$11.3K	﹤0.01%	1073
2022 Q2	$300K	Sell	37,170 -1,200	-3%	-$10.4K	﹤0.01%	1007
2022 Q1	$368K	Sell	38,370 -2,989	-7%	-$29K	0.01%	908
2021 Q4	$423K	Sell	41,359 -1,576	-4%	-$15.8K	0.01%	821
2021 Q3	$420K	Buy	42,935 +3,300	+8%	+$33.8K	0.01%	779
2021 Q2	$402K	Hold	39,635	–	–	0.01%	783
2021 Q1	$378K	Sell	39,635 -1,100	-3%	-$10.2K	0.01%	711
2020 Q4	$363K	Sell	40,735 -11,856	-23%	-$98.4K	0.01%	656
2020 Q3	$418K	Buy	52,591 +13,121	+33%	+$105K	0.01%	874
2020 Q2	$304K	Buy	39,470 +1,311	+3%	+$9.54K	0.01%	630
2020 Q1	$253K	Buy	38,159 +4,800	+14%	+$39.3K	0.01%	643
2019 Q4	$300K	Buy	33,359 +7,700	+30%	+$65.9K	0.01%	624
2019 Q3	$214K	Buy	25,659 +15,167	+145%	+$125K	0.01%	524
2019 Q2	$88K	Buy	+10,492	New	+$86.7K	﹤0.01%	505

Other funds holding AOD

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Waterfront Wealth Overland Park, Kansas $545M AUM 19.05% 1-Year Est. Return

WAM

WNY Asset Management Williamsville, New York $967M AUM

Avantax Advisory Services's AOD Position: Q2 2025 in Review

Avantax Advisory Services increased its abrdn Total Dynamic Dividend Fund (AOD) stake by 67% in Q2 2025, buying an estimated $128K and bringing the position to 37,957 shares worth $336K. The position accounts for ﹤0.01% of the portfolio, ranked #1828.

Avantax Advisory Services first reported a position in AOD in Q2 2019 and has held it in 24 quarters since. The position peaked at $423K in Q4 2021. 133 funds tracked by Wall St. Rank hold AOD as of Q2 2025.

Avantax Advisory Services held 37,957 shares of abrdn Total Dynamic Dividend Fund worth $336K as of Q2 2025.
Avantax Advisory Services bought 15,276 abrdn Total Dynamic Dividend Fund shares in Q2 2025, an estimated $128K.
abrdn Total Dynamic Dividend Fund made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1828 holding.
Avantax Advisory Services first reported a position in abrdn Total Dynamic Dividend Fund in Q2 2019 and has held it in 24 quarters since.
Avantax Advisory Services's abrdn Total Dynamic Dividend Fund position peaked at $423K in Q4 2021.
133 funds tracked by Wall St. Rank held abrdn Total Dynamic Dividend Fund as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.