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 Q3	$15.5K	Hold	1,529	–	–	﹤0.01%	2265
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	+$8.4K	﹤0.01%	1048

Other funds holding AOD

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

Advisors Asset Management Monument, Colorado $6.34B AUM 22.84% 1-Year Est. Return

IAIM

International Assets Investment Management Orlando, Florida $1.67B AUM 22.25% 1-Year Est. Return

Waterfront Wealth Overland Park, Kansas $627M AUM 18.86% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.95B AUM 25.45% 1-Year Est. Return

DCF Advisers Greenwich, Connecticut $444M AUM 151.5% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Larson Financial Group's AOD Position: Q3 2026 in Review

Larson Financial Group held its abrdn Total Dynamic Dividend Fund (AOD) position steady in Q3 2026 at 1,529 shares worth $15.5K. The position accounts for ﹤0.01% of the portfolio, ranked #2265.

Larson Financial Group first reported a position in AOD in Q4 2023 and has held it in 5 quarters since. The position peaked at $15.8K in Q2 2026. 102 funds tracked by Wall St. Rank hold AOD as of Q3 2026.

Larson Financial Group held 1,529 shares of abrdn Total Dynamic Dividend Fund worth $15.5K as of Q3 2026.
Larson Financial Group left its abrdn Total Dynamic Dividend Fund share count unchanged in Q3 2026.
abrdn Total Dynamic Dividend Fund made up ﹤0.01% of Larson Financial Group's portfolio in Q3 2026, its #2265 holding.
Larson Financial Group first reported a position in abrdn Total Dynamic Dividend Fund in Q4 2023 and has held it in 5 quarters since.
Larson Financial Group's abrdn Total Dynamic Dividend Fund position peaked at $15.8K in Q2 2026.
102 funds tracked by Wall St. Rank held abrdn Total Dynamic Dividend Fund as of Q3 2026.

Based on Larson Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.