KFA
AOD

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

Kapstone Financial Advisors’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
Q1 		$185K Buy
20,050
+7,000
+54% +$69.7K 0.09% 142
2025
Q4 		$127K Buy
+13,050
New +$125K 0.06% 130

Other funds holding AOD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Kapstone Financial Advisors's AOD Position: Q1 2026 in Review

Kapstone Financial Advisors increased its abrdn Total Dynamic Dividend Fund (AOD) stake by 54% in Q1 2026, buying an estimated $69.7K and bringing the position to 20,050 shares worth $185K. The position accounts for 0.09% of the portfolio, ranked #142.

Kapstone Financial Advisors first reported a position in AOD in Q4 2025 and has held it in 2 quarters since. 160 funds tracked by Wall St. Rank hold AOD as of Q1 2026.

  • Kapstone Financial Advisors held 20,050 shares of abrdn Total Dynamic Dividend Fund worth $185K as of Q1 2026.
  • Kapstone Financial Advisors bought 7,000 abrdn Total Dynamic Dividend Fund shares in Q1 2026, an estimated $69.7K.
  • abrdn Total Dynamic Dividend Fund made up 0.09% of Kapstone Financial Advisors's portfolio in Q1 2026, its #142 holding.
  • Kapstone Financial Advisors first reported a position in abrdn Total Dynamic Dividend Fund in Q4 2025 and has held it in 2 quarters since.
  • 160 funds tracked by Wall St. Rank held abrdn Total Dynamic Dividend Fund as of Q1 2026.

Based on Kapstone Financial Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.