Creative Financial Designs’s abrdn Total Dynamic Dividend Fund AOD Stock Holding History

Creative Financial Designs’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	$61.4K	Buy	5,952 +8	+0.1%	+$82	﹤0.01%	950
2026 Q1	$54.7K	Hold	5,944	–	–	﹤0.01%	870
2025 Q4	$58K	Buy	5,944 +378	+7%	+$3.63K	﹤0.01%	820
2025 Q3	$52.7K	Hold	5,566	–	–	﹤0.01%	833
2025 Q2	$49.3K	Hold	5,566	–	–	﹤0.01%	863
2025 Q1	$46.7K	Hold	5,566	–	–	﹤0.01%	845
2024 Q4	$46.8K	Hold	5,566	–	–	﹤0.01%	809
2024 Q3	$50.7K	Hold	5,566	–	–	﹤0.01%	773
2024 Q2	$46.8K	Sell	5,566 -2,313	-29%	-$18.9K	﹤0.01%	763
2024 Q1	$65.3K	Hold	7,879	–	–	0.01%	660
2023 Q4	$63.5K	Hold	7,879	–	–	0.01%	619
2023 Q3	$59.6K	Hold	7,879	–	–	0.01%	588
2023 Q2	$65.1K	Buy	7,879 +6,703	+570%	+$54.6K	0.01%	568
2023 Q1	$9.5K	Buy	+1,176	New	+$9.56K	﹤0.01%	971

Other funds holding AOD

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

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

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

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

Waterfront Wealth Overland Park, Kansas $645M AUM 27.59% 1-Year Est. Return

Creative Financial Designs's AOD Position: Q2 2026 in Review

Creative Financial Designs increased its abrdn Total Dynamic Dividend Fund (AOD) stake by 0.13% in Q2 2026, buying an estimated $82 and bringing the position to 5,952 shares worth $61.4K. The position accounts for ﹤0.01% of the portfolio, ranked #950.

Creative Financial Designs first reported a position in AOD in Q1 2023 and has held it in 14 quarters since. The position peaked at $65.3K in Q1 2024. 152 funds tracked by Wall St. Rank hold AOD as of Q2 2026.

Creative Financial Designs held 5,952 shares of abrdn Total Dynamic Dividend Fund worth $61.4K as of Q2 2026.
Creative Financial Designs bought 8 abrdn Total Dynamic Dividend Fund shares in Q2 2026, an estimated $82.
abrdn Total Dynamic Dividend Fund made up ﹤0.01% of Creative Financial Designs's portfolio in Q2 2026, its #950 holding.
Creative Financial Designs first reported a position in abrdn Total Dynamic Dividend Fund in Q1 2023 and has held it in 14 quarters since.
Creative Financial Designs's abrdn Total Dynamic Dividend Fund position peaked at $65.3K in Q1 2024.
152 funds tracked by Wall St. Rank held abrdn Total Dynamic Dividend Fund as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.