CI
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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
Q3 		$21K Buy
2,095
+63
+3% +$663 ﹤0.01% 1212
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

CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
DI
Decision Investments San Diego, California $110M AUM 52.83% 1-Year Est. Return
SP
Successful Portfolios Clearwater, Florida $217M AUM 30.72% 1-Year Est. Return

CX Institutional's AOD Position: Q3 2026 in Review

CX Institutional increased its abrdn Total Dynamic Dividend Fund (AOD) stake by 3.1% in Q3 2026, buying an estimated $663 and bringing the position to 2,095 shares worth $21K. The position accounts for ﹤0.01% of the portfolio, ranked #1212.

CX Institutional first reported a position in AOD in Q1 2025 and has held it in 7 quarters since. 6 funds tracked by Wall St. Rank hold AOD as of Q3 2026.

  • CX Institutional held 2,095 shares of abrdn Total Dynamic Dividend Fund worth $21K as of Q3 2026.
  • CX Institutional bought 63 abrdn Total Dynamic Dividend Fund shares in Q3 2026, an estimated $663.
  • abrdn Total Dynamic Dividend Fund made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #1212 holding.
  • CX Institutional first reported a position in abrdn Total Dynamic Dividend Fund in Q1 2025 and has held it in 7 quarters since.
  • 6 funds tracked by Wall St. Rank held abrdn Total Dynamic Dividend Fund as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.