BRWA
AOD

B. Riley Wealth Advisors’s abrdn Total Dynamic Dividend Fund AOD Stock Holding History

B. Riley Wealth Advisors’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 		$538K Buy
52,070
+7,621
+17% +$77.8K 0.03% 445
2026
Q1 		$393K Sell
44,449
-4,999
-10% -$49.8K 0.02% 505
2025
Q4 		$482K Sell
49,448
-4,468
-8% -$42.9K 0.02% 537
2025
Q3 		$510K Buy
53,916
+10,009
+23% +$91.3K 0.02% 522
2025
Q2 		$389K Buy
+43,907
New +$367K 0.02% 616
2024
Q4 		$295K Buy
34,646
+297
+0.9% +$2.61K 0.01% 875
2024
Q3 		$310K Sell
34,349
-75,705
-69% -$659K 0.01% 933
2024
Q2 		$926K Buy
110,054
+12,198
+12% +$99.9K 0.02% 562
2024
Q1 		$740K Sell
97,856
-12,546
-11% -$101K 0.02% 619
2023
Q4 		$896K Buy
110,402
+12,546
+13% +$95.8K 0.02% 567
2023
Q3 		$740K Sell
97,856
-21,949
-18% -$177K 0.02% 619
2023
Q2 		$990K Buy
119,805
+3,070
+3% +$25K 0.02% 572
2023
Q1 		$943K Buy
116,735
+8,765
+8% +$71.3K 0.03% 554
2022
Q4 		$848K Buy
107,970
+10,494
+11% +$81.1K 0.02% 592
2022
Q3 		$697K Buy
97,476
+11,007
+13% +$89K 0.02% 635
2022
Q2 		$699K Buy
86,469
+7,482
+9% +$65.1K 0.03% 525
2022
Q1 		$759K Sell
78,987
-264
-0.3% -$2.56K 0.02% 571
2021
Q4 		$810K Sell
79,251
-45
-0.1% -$451 0.02% 598
2021
Q3 		$773K Buy
79,296
+7,122
+10% +$72.9K 0.02% 609
2021
Q2 		$733K Sell
72,174
-2,279
-3% -$22.7K 0.02% 623
2021
Q1 		$709K Buy
74,453
+2,606
+4% +$24.1K 0.03% 588
2020
Q4 		$636K Buy
71,847
+23,214
+48% +$193K 0.03% 458
2020
Q3 		$387K Sell
48,633
-5,067
-9% -$40.5K 0.02% 629
2020
Q2 		$414K Buy
53,700
+516
+1% +$3.76K 0.03% 520
2020
Q1 		$351K Buy
53,184
+1,460
+3% +$12K 0.03% 492
2019
Q4 		$463K Buy
51,724
+4,560
+10% +$39K 0.04% 461
2019
Q3 		$394K Buy
47,164
+11,559
+32% +$95.3K 0.04% 490
2019
Q2 		$297K Sell
35,605
-662
-2% -$5.47K 0.03% 568
2019
Q1 		$300K Buy
36,267
+888
+3% +$7.21K 0.04% 495
2018
Q4 		$256K Buy
35,379
+4,472
+14% +$35.6K 0.04% 491
2018
Q3 		$272K Buy
+30,907
New +$273K 0.03% 528
2017
Q4 		– Sell
-13,261
Closed -$120K – 641
2017
Q3 		$120K Buy
+13,261
New +$117K 0.02% 516
2017
Q1 		– Sell
-16,482
Closed -$125K – 520
2016
Q4 		$125K Sell
16,482
-15,233
-48% -$113K 0.03% 493
2016
Q3 		$242K Buy
31,715
+13,110
+70% +$100K 0.05% 472
2016
Q2 		$136K Sell
18,605
-1,388
-7% -$10.3K 0.03% 557
2016
Q1 		$150K Sell
19,993
-6,888
-26% -$49K 0.03% 492
2015
Q4 		$207K Buy
26,881
+10,735
+66% +$84.3K 0.04% 479
2015
Q3 		$122K Buy
16,146
+1,239
+8% +$10.3K 0.03% 501
2015
Q2 		$129K Sell
14,907
-6,549
-31% -$58.8K 0.03% 487
2015
Q1 		$191K Sell
21,456
-1,202
-5% -$10.5K 0.05% 471
2014
Q4 		$192 Sell
22,658
-8,031
-26% -$68.6K ﹤0.01% 1399
2014
Q3 		$261K Sell
30,689
-44,616
-59% -$393K 0.07% 411
2014
Q2 		$334K Buy
75,305
+39,180
+108% +$339K 0.08% 288
2014
Q1 		$303K Buy
+36,125
New +$301K 0.09% 261
2013
Q4 		– Sell
-50,408
Closed -$405K – 678
2013
Q3 		$405K Buy
50,408
+4,151
+9% +$33.2K 0.14% 169
2013
Q2 		$362K Buy
+46,257
New +$379K 0.12% 192

Other funds holding AOD

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
SC
Stolper & Co Tulsa, Oklahoma $387M AUM 25.53% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
SWM
SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
CWM
Centurion Wealth Management Mclean, Virginia $418M AUM 23.14% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

B. Riley Wealth Advisors's AOD Position: Q2 2026 in Review

B. Riley Wealth Advisors increased its abrdn Total Dynamic Dividend Fund (AOD) stake by 17% in Q2 2026, buying an estimated $77.8K and bringing the position to 52,070 shares worth $538K. The position accounts for 0.03% of the portfolio, ranked #445.

B. Riley Wealth Advisors first reported a position in AOD in Q2 2013 and has held it in 46 quarters since. The position peaked at $990K in Q2 2023. 20 funds tracked by Wall St. Rank hold AOD as of Q2 2026.

  • B. Riley Wealth Advisors held 52,070 shares of abrdn Total Dynamic Dividend Fund worth $538K as of Q2 2026.
  • B. Riley Wealth Advisors bought 7,621 abrdn Total Dynamic Dividend Fund shares in Q2 2026, an estimated $77.8K.
  • abrdn Total Dynamic Dividend Fund made up 0.03% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #445 holding.
  • B. Riley Wealth Advisors first reported a position in abrdn Total Dynamic Dividend Fund in Q2 2013 and has held it in 46 quarters since.
  • B. Riley Wealth Advisors's abrdn Total Dynamic Dividend Fund position peaked at $990K in Q2 2023.
  • 20 funds tracked by Wall St. Rank held abrdn Total Dynamic Dividend Fund as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.