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 Q1	$11.1K	Buy	+1,200	New	+$11.9K	﹤0.01%	1639

Other funds holding AOD

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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 Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Root Financial Partners's AOD Position: Q1 2026 in Review

Root Financial Partners opened a new position in abrdn Total Dynamic Dividend Fund (AOD) in Q1 2026: 1,200 shares worth $11.1K. The stake represents ﹤0.01% of the portfolio and ranks #1639 among its holdings.

160 funds tracked by Wall St. Rank hold AOD as of Q1 2026.

Root Financial Partners held 1,200 shares of abrdn Total Dynamic Dividend Fund worth $11.1K as of Q1 2026.
abrdn Total Dynamic Dividend Fund was a new Root Financial Partners position in Q1 2026.
abrdn Total Dynamic Dividend Fund made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #1639 holding.
160 funds tracked by Wall St. Rank held abrdn Total Dynamic Dividend Fund as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.