BFC Planning, Inc.’s abrdn Total Dynamic Dividend Fund AOD Stock Holding History

BFC Planning, Inc.’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	$46.3K	Hold	4,494	–	–	﹤0.01%	1593
2026 Q1	$41.4K	Buy	4,494 +995	+28%	+$9.9K	﹤0.01%	1410
2025 Q4	$34.1K	Hold	3,499	–	–	﹤0.01%	1521
2025 Q3	$33.1K	Hold	3,499	–	–	﹤0.01%	1341
2025 Q2	$31K	Hold	3,499	–	–	﹤0.01%	1321
2025 Q1	$29.4K	Sell	3,499 -1,726	-33%	-$14.9K	﹤0.01%	1306
2024 Q4	$43.9K	Buy	+5,225	New	+$45.9K	﹤0.01%	1159

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

Penserra Capital Management Orinda, California $13B AUM 71.83% 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 $468B AUM 17.69% 1-Year Est. Return

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

IAIM

International Assets Investment Management Orlando, Florida $1.67B AUM 22.25% 1-Year Est. Return

Waterfront Wealth Overland Park, Kansas $627M AUM 18.86% 1-Year Est. Return

BFC Planning, Inc.'s AOD Position: Q2 2026 in Review

BFC Planning, Inc. held its abrdn Total Dynamic Dividend Fund (AOD) position steady in Q2 2026 at 4,494 shares worth $46.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1593.

BFC Planning, Inc. first reported a position in AOD in Q4 2024 and has held it in 7 quarters since. 155 funds tracked by Wall St. Rank hold AOD as of Q2 2026.

BFC Planning, Inc. held 4,494 shares of abrdn Total Dynamic Dividend Fund worth $46.3K as of Q2 2026.
BFC Planning, Inc. left its abrdn Total Dynamic Dividend Fund share count unchanged in Q2 2026.
abrdn Total Dynamic Dividend Fund made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #1593 holding.
BFC Planning, Inc. first reported a position in abrdn Total Dynamic Dividend Fund in Q4 2024 and has held it in 7 quarters since.
155 funds tracked by Wall St. Rank held abrdn Total Dynamic Dividend Fund as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.