LFG
AOD

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

Larson Financial Group’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 		$15.8K Hold
1,529
– – ﹤0.01% 2145
2026
Q1 		$14.1K Buy
1,529
+779
+104% +$7.75K ﹤0.01% 2039
2025
Q4 		$7.31K Buy
+750
New +$7.2K ﹤0.01% 2293
2024
Q1 		– Sell
-1,100
Closed -$8.87K – 1789
2023
Q4 		$8.87K Buy
+1,100
New +$8.39K ﹤0.01% 1048

Other funds holding AOD

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
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
WW
Waterfront Wealth Overland Park, Kansas $645M AUM 27.59% 1-Year Est. Return

Larson Financial Group's AOD Position: Q2 2026 in Review

Larson Financial Group held its abrdn Total Dynamic Dividend Fund (AOD) position steady in Q2 2026 at 1,529 shares worth $15.8K. The position accounts for ﹤0.01% of the portfolio, ranked #2145.

Larson Financial Group first reported a position in AOD in Q4 2023 and has held it in 4 quarters since. 152 funds tracked by Wall St. Rank hold AOD as of Q2 2026.

  • Larson Financial Group held 1,529 shares of abrdn Total Dynamic Dividend Fund worth $15.8K as of Q2 2026.
  • Larson Financial Group left its abrdn Total Dynamic Dividend Fund share count unchanged in Q2 2026.
  • abrdn Total Dynamic Dividend Fund made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #2145 holding.
  • Larson Financial Group first reported a position in abrdn Total Dynamic Dividend Fund in Q4 2023 and has held it in 4 quarters since.
  • 152 funds tracked by Wall St. Rank held abrdn Total Dynamic Dividend Fund as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.