DI
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Decision Investments’s abrdn Total Dynamic Dividend Fund AOD Stock Holding History

Decision Investments’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 		$192K Sell
18,850
-900
-5% -$9.47K 0.17% 114
2026
Q2 		$204K Hold
19,750
– – 0.19% 111
2026
Q1 		$182K Hold
19,750
– – 0.21% 101
2025
Q4 		$193K Buy
+19,750
New +$190K 0.21% 95

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
SP
Successful Portfolios Clearwater, Florida $217M AUM 30.72% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Decision Investments's AOD Position: Q3 2026 in Review

Decision Investments reduced its abrdn Total Dynamic Dividend Fund (AOD) stake by 4.6% in Q3 2026, selling an estimated $9.47K and leaving 18,850 shares worth $192K. The position accounts for 0.17% of the portfolio, ranked #114.

Decision Investments first reported a position in AOD in Q4 2025 and has held it in 4 quarters since. The position peaked at $204K in Q2 2026. 6 funds tracked by Wall St. Rank hold AOD as of Q3 2026.

  • Decision Investments held 18,850 shares of abrdn Total Dynamic Dividend Fund worth $192K as of Q3 2026.
  • Decision Investments sold 900 abrdn Total Dynamic Dividend Fund shares in Q3 2026, an estimated $9.47K.
  • abrdn Total Dynamic Dividend Fund made up 0.17% of Decision Investments's portfolio in Q3 2026, its #114 holding.
  • Decision Investments first reported a position in abrdn Total Dynamic Dividend Fund in Q4 2025 and has held it in 4 quarters since.
  • Decision Investments's abrdn Total Dynamic Dividend Fund position peaked at $204K in Q2 2026.
  • 6 funds tracked by Wall St. Rank held abrdn Total Dynamic Dividend Fund as of Q3 2026.

Based on Decision Investments's 13F filing for Q3 2026, filed 7 Oct 2026.