Global Retirement Partners’s abrdn Total Dynamic Dividend Fund AOD Stock Holding History

Global Retirement Partners’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
2025 Q4	$564K	Buy	57,843 +57,765	+74,058%	+$554K	0.01%	899
2025 Q3	$738	Hold	78	–	–	﹤0.01%	3586
2025 Q2	$691	Buy	+78	New	+$652	﹤0.01%	3522
2024 Q4	$656	Hold	78	–	–	﹤0.01%	3355
2024 Q3	$710	Hold	78	–	–	﹤0.01%	3218
2024 Q2	$656	Hold	78	–	–	﹤0.01%	3252
2024 Q1	$647	Hold	78	–	–	﹤0.01%	3076
2023 Q4	$621	Hold	78	–	–	﹤0.01%	3026
2023 Q3	$573	Hold	78	–	–	﹤0.01%	2919
2023 Q2	$644	Hold	78	–	–	﹤0.01%	2891
2023 Q1	$633	Sell	78 -76,205	-100%	-$620K	﹤0.01%	2866
2022 Q4	$595K	Buy	76,283 +1,878	+3%	+$14.5K	0.04%	344
2022 Q3	$558K	Sell	74,405 -1,062	-1%	-$8.59K	0.04%	337
2022 Q2	$610K	Buy	75,467 +65	+0.1%	+$565	0.05%	328
2022 Q1	$627K	Sell	75,402 -1,811	-2%	-$17.6K	0.05%	323
2021 Q4	$789K	Sell	77,213 -927	-1%	-$9.28K	0.61%	29
2021 Q3	$761K	Sell	78,140 -382	-0.5%	-$3.91K	0.08%	225
2021 Q2	$799K	Buy	78,522 +1,780	+2%	+$17.8K	0.08%	218
2021 Q1	$731K	Sell	76,742 -2	-0%	-$18	0.09%	208
2020 Q4	$679K	Buy	+76,744	New	+$637K	0.09%	198

Other funds holding AOD

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

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

PCM

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

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

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

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

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

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Global Retirement Partners's AOD Position: Q4 2025 in Review

Global Retirement Partners increased its abrdn Total Dynamic Dividend Fund (AOD) stake by 74,058% in Q4 2025, buying an estimated $554K and bringing the position to 57,843 shares worth $564K. The position accounts for 0.01% of the portfolio, ranked #899.

Global Retirement Partners first reported a position in AOD in Q4 2020 and has held it in 20 quarters since. The position peaked at $799K in Q2 2021. 147 funds tracked by Wall St. Rank hold AOD as of Q4 2025.

Global Retirement Partners held 57,843 shares of abrdn Total Dynamic Dividend Fund worth $564K as of Q4 2025.
Global Retirement Partners bought 57,765 abrdn Total Dynamic Dividend Fund shares in Q4 2025, an estimated $554K.
abrdn Total Dynamic Dividend Fund made up 0.01% of Global Retirement Partners's portfolio in Q4 2025, its #899 holding.
Global Retirement Partners first reported a position in abrdn Total Dynamic Dividend Fund in Q4 2020 and has held it in 20 quarters since.
Global Retirement Partners's abrdn Total Dynamic Dividend Fund position peaked at $799K in Q2 2021.
147 funds tracked by Wall St. Rank held abrdn Total Dynamic Dividend Fund as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.