Lido Advisors
AOD

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

Lido 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
Q2 		$1.11M Buy
107,210
+33,970
+46% +$347K ﹤0.01% 1048
2026
Q1 		$675K Buy
73,240
+7,845
+12% +$78.1K ﹤0.01% 1144
2025
Q4 		$619K Hold
65,395
– – ﹤0.01% 1215
2025
Q3 		$619K Buy
65,395
+38,870
+147% +$354K ﹤0.01% 1151
2025
Q2 		$235K Buy
26,525
+125
+0.5% +$1.04K ﹤0.01% 1449
2025
Q1 		$221K Hold
26,400
– – ﹤0.01% 1342
2024
Q4 		$225K Hold
26,400
– – ﹤0.01% 1336
2024
Q3 		$240K Hold
26,400
– – ﹤0.01% 1250
2024
Q2 		$222K Buy
26,400
+4,025
+18% +$33K ﹤0.01% 1251
2024
Q1 		$185K Buy
+22,375
New +$181K ﹤0.01% 1270
2023
Q2 		– Sell
-16,352
Closed -$132K – 1217
2023
Q1 		$132K Buy
+16,352
New +$133K ﹤0.01% 1064
2020
Q2 		– Sell
-33,257
Closed -$219K – 604
2020
Q1 		$219K Buy
33,257
+1,000
+3% +$8.19K 0.01% 493
2019
Q4 		$291K Buy
+32,257
New +$276K 0.01% 510
2019
Q2 		– Sell
-26,175
Closed -$215K – 540
2019
Q1 		$215K Sell
26,175
-65
-0.2% -$528 0.01% 476
2018
Q4 		$190K Sell
26,240
-73,975
-74% -$590K 0.02% 410
2018
Q3 		$885K Buy
+100,215
New +$885K 0.09% 141

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

Lido Advisors's AOD Position: Q2 2026 in Review

Lido Advisors increased its abrdn Total Dynamic Dividend Fund (AOD) stake by 46% in Q2 2026, buying an estimated $347K and bringing the position to 107,210 shares worth $1.11M. The position accounts for ﹤0.01% of the portfolio, ranked #1048.

Lido Advisors first reported a position in AOD in Q3 2018 and has held it in 16 quarters since. 152 funds tracked by Wall St. Rank hold AOD as of Q2 2026.

  • Lido Advisors held 107,210 shares of abrdn Total Dynamic Dividend Fund worth $1.11M as of Q2 2026.
  • Lido Advisors bought 33,970 abrdn Total Dynamic Dividend Fund shares in Q2 2026, an estimated $347K.
  • abrdn Total Dynamic Dividend Fund made up ﹤0.01% of Lido Advisors's portfolio in Q2 2026, its #1048 holding.
  • Lido Advisors first reported a position in abrdn Total Dynamic Dividend Fund in Q3 2018 and has held it in 16 quarters since.
  • 152 funds tracked by Wall St. Rank held abrdn Total Dynamic Dividend Fund as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.