PIWA
AOD

Prevail Innovative Wealth Advisors’s abrdn Total Dynamic Dividend Fund AOD Stock Holding History

Prevail Innovative Wealth 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
Q1 		– Sell
-232,599
Closed -$2.27M – 181
2025
Q4 		$2.27M Buy
232,599
+9,444
+4% +$90.6K 0.41% 84
2025
Q3 		$2.11M Buy
223,155
+33,859
+18% +$309K 0.41% 85
2025
Q2 		$1.68M Buy
189,296
+21,041
+13% +$176K 0.38% 86
2025
Q1 		$1.41M Buy
168,255
+27,361
+19% +$236K 0.38% 88
2024
Q4 		$1.18M Buy
140,894
+21,987
+18% +$193K 0.34% 91
2024
Q3 		$1.08M Buy
118,907
+24,835
+26% +$216K 0.33% 92
2024
Q2 		$791K Buy
94,072
+14,227
+18% +$117K 0.28% 96
2024
Q1 		$662K Buy
+79,845
New +$645K 0.25% 109

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 $501B 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 $376B AUM 19.32% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.6B 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