Root Financial Partners
AOD icon

Root Financial Partners’s abrdn Total Dynamic Dividend Fund AOD Stock Holding History

Root Financial Partners’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 		$12.2K Buy
+1,200
New +$12.6K ﹤0.01% 1815
2026
Q2 		– Sell
-1,200
Closed -$11.1K – 557
2026
Q1 		$11.1K Buy
+1,200
New +$11.9K ﹤0.01% 1639

Other funds holding AOD

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IAIM
International Assets Investment Management Orlando, Florida $1.68B AUM 22.33% 1-Year Est. Return
Wedbush Securities
Wedbush Securities Los Angeles, California $3.95B AUM 25.45% 1-Year Est. Return
Oppenheimer & Co
Oppenheimer & Co New York $9.5B AUM 27.65% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return
Aviance Capital Partners
Aviance Capital Partners Naples, Florida $979M AUM 23.58% 1-Year Est. Return
NWF Advisory Services
NWF Advisory Services Los Angeles, California $1.07B AUM 35.62% 1-Year Est. Return
Stolper & Co
Stolper & Co Tulsa, Oklahoma $387M AUM 17.93% 1-Year Est. Return
Ashton Thomas Securities
Ashton Thomas Securities Rochester, New York $944M AUM 17.07% 1-Year Est. Return
Diversify Advisory Services
Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return

Root Financial Partners's AOD Position: Q3 2026 in Review

Root Financial Partners opened a new position in abrdn Total Dynamic Dividend Fund (AOD) in Q3 2026: 1,200 shares worth $12.2K. The stake represents ﹤0.01% of the portfolio and ranks #1815 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in AOD as recently as Q1 2026.

Root Financial Partners first reported a position in AOD in Q1 2026 and has held it in 2 quarters since. 51 funds tracked by Wall St. Rank hold AOD as of Q3 2026.

  • Root Financial Partners held 1,200 shares of abrdn Total Dynamic Dividend Fund worth $12.2K as of Q3 2026.
  • abrdn Total Dynamic Dividend Fund was a new Root Financial Partners position in Q3 2026.
  • abrdn Total Dynamic Dividend Fund made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1815 holding.
  • Root Financial Partners first reported a position in abrdn Total Dynamic Dividend Fund in Q1 2026 and has held it in 2 quarters since.
  • 51 funds tracked by Wall St. Rank held abrdn Total Dynamic Dividend Fund as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.