CX Institutional’s abrdn Total Dynamic Dividend Fund AOD Stock Holding History

CX Institutional’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	$21K	Buy	2,032 +59	+3%	+$603	﹤0.01%	1160
2026 Q1	$18K	Buy	1,973 +80	+4%	+$796	﹤0.01%	1147
2025 Q4	$18K	Buy	1,893 +39	+2%	+$374	﹤0.01%	1113
2025 Q3	$18K	Buy	1,854 +19	+1%	+$173	﹤0.01%	1114
2025 Q2	$16K	Hold	1,835	–	–	﹤0.01%	987
2025 Q1	$15K	Buy	+1,835	New	+$15.8K	﹤0.01%	972

Other funds holding AOD

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Centurion Wealth Management Mclean, Virginia $418M AUM 23.14% 1-Year Est. Return

Bay Colony Advisors Concord, Massachusetts $903M AUM 33.67% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Quad-Cities Investment Group Davenport, Iowa $278M AUM 22.38% 1-Year Est. Return

Thurston Springer Miller Herd & Titak Indianapolis, Indiana $275M AUM 30.64% 1-Year Est. Return

Allied Private Wealth Boca Raton, Florida $156M AUM