HWP
AGD

Highline Wealth Partners’s abrdn Global Dynamic Dividend Fund AGD Stock Holding History

Highline Wealth Partners’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
Q2 		$3.03K Hold
250
– – ﹤0.01% 1028
2026
Q1 		$2.7K Hold
250
– – ﹤0.01% 978
2025
Q4 		$2.92K Buy
250
+125
+100% +$1.48K ﹤0.01% 755
2025
Q3 		$1.67K Buy
+125
New +$1.48K ﹤0.01% 873

Other funds holding AGD

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
EA
Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Highline Wealth Partners's AGD Position: Q2 2026 in Review

Highline Wealth Partners held its abrdn Global Dynamic Dividend Fund (AGD) position steady in Q2 2026 at 250 shares worth $3.03K. The position accounts for ﹤0.01% of the portfolio, ranked #1028.

Highline Wealth Partners first reported a position in AGD in Q3 2025 and has held it in 4 quarters since. 14 funds tracked by Wall St. Rank hold AGD as of Q2 2026.

  • Highline Wealth Partners held 250 shares of abrdn Global Dynamic Dividend Fund worth $3.03K as of Q2 2026.
  • Highline Wealth Partners left its abrdn Global Dynamic Dividend Fund share count unchanged in Q2 2026.
  • abrdn Global Dynamic Dividend Fund made up ﹤0.01% of Highline Wealth Partners's portfolio in Q2 2026, its #1028 holding.
  • Highline Wealth Partners first reported a position in abrdn Global Dynamic Dividend Fund in Q3 2025 and has held it in 4 quarters since.
  • 14 funds tracked by Wall St. Rank held abrdn Global Dynamic Dividend Fund as of Q2 2026.

Based on Highline Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.