Intrua Financial’s abrdn Total Dynamic Dividend Fund AOD Stock Holding History

Intrua Financial’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	$130K	Hold	12,582	–	–	0.01%	492
2026 Q1	$116K	Hold	12,582	–	–	0.01%	455
2025 Q4	$123K	Buy	+12,582	New	+$121K	0.01%	457

Other funds holding AOD

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return

Waterfront Wealth Overland Park, Kansas $645M AUM 27.59% 1-Year Est. Return

Oppenheimer & Co New York $9.37B AUM 36.4% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Janney Montgomery Scott

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Aviance Capital Partners Naples, Florida $963M AUM 32.56% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Intrua Financial's AOD Position: Q2 2026 in Review

Intrua Financial held its abrdn Total Dynamic Dividend Fund (AOD) position steady in Q2 2026 at 12,582 shares worth $130K. The position accounts for 0.01% of the portfolio, ranked #492.

Intrua Financial first reported a position in AOD in Q4 2025 and has held it in 3 quarters since. 84 funds tracked by Wall St. Rank hold AOD as of Q2 2026.

Intrua Financial held 12,582 shares of abrdn Total Dynamic Dividend Fund worth $130K as of Q2 2026.
Intrua Financial left its abrdn Total Dynamic Dividend Fund share count unchanged in Q2 2026.
abrdn Total Dynamic Dividend Fund made up 0.01% of Intrua Financial's portfolio in Q2 2026, its #492 holding.
Intrua Financial first reported a position in abrdn Total Dynamic Dividend Fund in Q4 2025 and has held it in 3 quarters since.
84 funds tracked by Wall St. Rank held abrdn Total Dynamic Dividend Fund as of Q2 2026.

Based on Intrua Financial's 13F filing for Q2 2026, filed 24 Jul 2026.