HI
AGD

Hoey Investments’s abrdn Global Dynamic Dividend Fund AGD Stock Holding History

Hoey Investments’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 		$10.1K Hold
835
– – ﹤0.01% 263
2026
Q1 		$9.02K Hold
835
– – ﹤0.01% 258
2025
Q4 		$9.74K Hold
835
– – ﹤0.01% 255
2025
Q3 		$11.1K Hold
835
– – ﹤0.01% 250
2025
Q2 		$9.22K Hold
835
– – ﹤0.01% 245
2025
Q1 		$8.32K Hold
835
– – ﹤0.01% 220
2024
Q4 		$8.18K Hold
835
– – ﹤0.01% 218
2024
Q3 		$8.15K Hold
835
– – ﹤0.01% 219
2024
Q2 		$8.15K Hold
835
– – ﹤0.01% 219
2024
Q1 		$8.11K Hold
835
– – ﹤0.01% 221
2023
Q4 		$7.8K Hold
835
– – ﹤0.01% 221
2023
Q3 		$7.23K Hold
835
– – ﹤0.01% 228
2023
Q2 		$7.97K Hold
835
– – ﹤0.01% 226
2023
Q1 		$7.79K Buy
+835
New +$8.02K ﹤0.01% 227

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

Hoey Investments's AGD Position: Q2 2026 in Review

Hoey Investments held its abrdn Global Dynamic Dividend Fund (AGD) position steady in Q2 2026 at 835 shares worth $10.1K. The position accounts for ﹤0.01% of the portfolio, ranked #263.

Hoey Investments first reported a position in AGD in Q1 2023 and has held it in 14 quarters since. The position peaked at $11.1K in Q3 2025. 14 funds tracked by Wall St. Rank hold AGD as of Q2 2026.

  • Hoey Investments held 835 shares of abrdn Global Dynamic Dividend Fund worth $10.1K as of Q2 2026.
  • Hoey Investments left its abrdn Global Dynamic Dividend Fund share count unchanged in Q2 2026.
  • abrdn Global Dynamic Dividend Fund made up ﹤0.01% of Hoey Investments's portfolio in Q2 2026, its #263 holding.
  • Hoey Investments first reported a position in abrdn Global Dynamic Dividend Fund in Q1 2023 and has held it in 14 quarters since.
  • Hoey Investments's abrdn Global Dynamic Dividend Fund position peaked at $11.1K in Q3 2025.
  • 14 funds tracked by Wall St. Rank held abrdn Global Dynamic Dividend Fund as of Q2 2026.

Based on Hoey Investments's 13F filing for Q2 2026, filed 27 Jul 2026.