DecisionPoint Financial’s abrdn Global Dynamic Dividend Fund AGD Stock Holding History

DecisionPoint Financial’s Portfolio AGD Stock Details AGD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-361	Closed	-$4.21K	–	679
2025 Q4	$4.21K	Buy	+361	New	+$4.26K	﹤0.01%	263

Other funds holding AGD

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

HWAM

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

IAIM

International Assets Investment Management Orlando, Florida $1.44B AUM 21.92% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

DecisionPoint Financial's AGD Position: Q1 2026 in Review

DecisionPoint Financial sold out of abrdn Global Dynamic Dividend Fund (AGD) in Q1 2026, closing a stake of 361 shares — an estimated $4.21K sold.

DecisionPoint Financial first reported a position in AGD in Q4 2025 and held it in 1 quarter. The position peaked at $4.21K in Q4 2025. 65 funds tracked by Wall St. Rank hold AGD as of Q1 2026.

DecisionPoint Financial reported no remaining abrdn Global Dynamic Dividend Fund position as of Q1 2026 after selling out during the quarter.
DecisionPoint Financial sold 361 abrdn Global Dynamic Dividend Fund shares in Q1 2026, an estimated $4.21K.
DecisionPoint Financial first reported a position in abrdn Global Dynamic Dividend Fund in Q4 2025 and held it in 1 quarter.
DecisionPoint Financial's abrdn Global Dynamic Dividend Fund position peaked at $4.21K in Q4 2025.
65 funds tracked by Wall St. Rank held abrdn Global Dynamic Dividend Fund as of Q1 2026.

Based on DecisionPoint Financial's 13F filing for Q1 2026, filed 6 May 2026.