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
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 $1.66T 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

Larson Financial Group's AOD Position: Q1 2026 in Review

Larson Financial Group increased its abrdn Total Dynamic Dividend Fund (AOD) stake by 104% in Q1 2026, buying an estimated $7.75K and bringing the position to 1,529 shares worth $14.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2039.

Larson Financial Group first reported a position in AOD in Q4 2023 and has held it in 3 quarters since. 160 funds tracked by Wall St. Rank hold AOD as of Q1 2026.

  • Larson Financial Group held 1,529 shares of abrdn Total Dynamic Dividend Fund worth $14.1K as of Q1 2026.
  • Larson Financial Group bought 779 abrdn Total Dynamic Dividend Fund shares in Q1 2026, an estimated $7.75K.
  • abrdn Total Dynamic Dividend Fund made up ﹤0.01% of Larson Financial Group's portfolio in Q1 2026, its #2039 holding.
  • Larson Financial Group first reported a position in abrdn Total Dynamic Dividend Fund in Q4 2023 and has held it in 3 quarters since.
  • 160 funds tracked by Wall St. Rank held abrdn Total Dynamic Dividend Fund as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.