OBWG
AGD

Onyx Bridge Wealth Group’s abrdn Global Dynamic Dividend Fund AGD Stock Holding History

Onyx Bridge Wealth Group’s Portfolio AGD Stock Details AGD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-10,449
Closed -$113K – 390
2026
Q1 		$113K Buy
10,449
+39
+0.4% +$472 0.01% 359
2025
Q4 		$121K Buy
10,410
+19
+0.2% +$224 0.01% 351
2025
Q3 		$138K Buy
10,391
+25
+0.2% +$296 0.02% 351
2025
Q2 		$114K Buy
+10,366
New +$105K 0.02% 302

Other funds holding AGD

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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
EA
Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Onyx Bridge Wealth Group's AGD Position: Q2 2026 in Review

Onyx Bridge Wealth Group sold out of abrdn Global Dynamic Dividend Fund (AGD) in Q2 2026, closing a stake of 10,449 shares — an estimated $113K sold.

Onyx Bridge Wealth Group first reported a position in AGD in Q2 2025 and held it in 4 quarters. The position peaked at $138K in Q3 2025. 14 funds tracked by Wall St. Rank hold AGD as of Q2 2026.

  • Onyx Bridge Wealth Group reported no remaining abrdn Global Dynamic Dividend Fund position as of Q2 2026 after selling out during the quarter.
  • Onyx Bridge Wealth Group sold 10,449 abrdn Global Dynamic Dividend Fund shares in Q2 2026, an estimated $113K.
  • Onyx Bridge Wealth Group first reported a position in abrdn Global Dynamic Dividend Fund in Q2 2025 and held it in 4 quarters.
  • Onyx Bridge Wealth Group's abrdn Global Dynamic Dividend Fund position peaked at $138K in Q3 2025.
  • 14 funds tracked by Wall St. Rank held abrdn Global Dynamic Dividend Fund as of Q2 2026.

Based on Onyx Bridge Wealth Group's 13F filing for Q2 2026, filed 23 Jul 2026.