IA
AGD

IFP Advisors’s abrdn Global Dynamic Dividend Fund AGD Stock Holding History

IFP Advisors’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 		$4.84K Hold
400
– – ﹤0.01% 3815
2026
Q1 		$4.32K Hold
400
– – ﹤0.01% 3610
2025
Q4 		$4.66K Hold
400
– – ﹤0.01% 3453
2025
Q3 		$5.33K Hold
400
– – ﹤0.01% 3214
2025
Q2 		$4.42K Sell
400
-2,500
-86% -$25.2K ﹤0.01% 3477
2025
Q1 		$28.9K Hold
2,900
– – ﹤0.01% 2142
2024
Q4 		$28.4K Buy
2,900
+2,500
+625% +$25.6K ﹤0.01% 2090
2024
Q3 		$4.25K Hold
400
– – ﹤0.01% 2716
2024
Q2 		$3.9K Hold
400
– – ﹤0.01% 2642
2024
Q1 		$3.88K Hold
400
– – ﹤0.01% 2528
2023
Q4 		$3.74K Hold
400
– – ﹤0.01% 2513
2023
Q3 		$3.46K Hold
400
– – ﹤0.01% 2647
2023
Q2 		$3.82K Hold
400
– – ﹤0.01% 2637
2023
Q1 		$4.23K Buy
400
+362
+953% +$3.48K ﹤0.01% 2638
2022
Q4 		$2K Sell
38
-26
-41% -$236 ﹤0.01% 4103
2022
Q3 		$2K Sell
64
-10
-14% -$96 ﹤0.01% 4311
2022
Q2 		$2K Hold
74
– – ﹤0.01% 4074
2022
Q1 		$2K Buy
+74
New +$841 ﹤0.01% 4074
2019
Q1 		– Sell
-6,700
Closed -$57K – 2364
2018
Q4 		$57K Buy
6,700
+5,200
+347% +$48.2K ﹤0.01% 1524
2018
Q3 		$16K Buy
+1,500
New +$15.6K ﹤0.01% 2566
2018
Q2 		– Sell
-375
Closed -$4K – 3852
2018
Q1 		$4K Hold
375
– – ﹤0.01% 3233
2017
Q4 		$4K Sell
375
-2,264
-86% -$24.1K ﹤0.01% 3282
2017
Q3 		$28K Sell
2,639
-1,750
-40% -$18.2K ﹤0.01% 2373
2017
Q2 		$45K Sell
4,389
-937
-18% -$9.44K ﹤0.01% 2027
2017
Q1 		$52K Sell
5,326
-560
-10% -$5.29K ﹤0.01% 1895
2016
Q4 		$52K Sell
5,886
-487
-8% -$4.17K ﹤0.01% 1853
2016
Q3 		$55K Buy
6,373
+11
+0.2% +$96 ﹤0.01% 1748
2016
Q2 		$54K Buy
+6,362
New +$54.2K ﹤0.01% 1719
2016
Q1 		– Sell
-6,337
Closed -$56K – 2361
2015
Q4 		$56K Buy
+6,337
New +$56.9K ﹤0.01% 1534

Other funds holding AGD

Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

IFP Advisors's AGD Position: Q2 2026 in Review

IFP Advisors held its abrdn Global Dynamic Dividend Fund (AGD) position steady in Q2 2026 at 400 shares worth $4.84K. The position accounts for ﹤0.01% of the portfolio, ranked #3815.

IFP Advisors first reported a position in AGD in Q4 2015 and has held it in 29 quarters since. The position peaked at $57K in Q4 2018. 63 funds tracked by Wall St. Rank hold AGD as of Q2 2026.

  • IFP Advisors held 400 shares of abrdn Global Dynamic Dividend Fund worth $4.84K as of Q2 2026.
  • IFP Advisors left its abrdn Global Dynamic Dividend Fund share count unchanged in Q2 2026.
  • abrdn Global Dynamic Dividend Fund made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #3815 holding.
  • IFP Advisors first reported a position in abrdn Global Dynamic Dividend Fund in Q4 2015 and has held it in 29 quarters since.
  • IFP Advisors's abrdn Global Dynamic Dividend Fund position peaked at $57K in Q4 2018.
  • 63 funds tracked by Wall St. Rank held abrdn Global Dynamic Dividend Fund as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.