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AOD

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
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

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

Root Financial Partners's AOD Position: Q2 2026 in Review

Root Financial Partners sold out of abrdn Total Dynamic Dividend Fund (AOD) in Q2 2026, closing a stake of 1,200 shares — an estimated $11.1K sold.

Root Financial Partners first reported a position in AOD in Q1 2026 and held it in 1 quarter. The position peaked at $11.1K in Q1 2026. 152 funds tracked by Wall St. Rank hold AOD as of Q2 2026.

  • Root Financial Partners reported no remaining abrdn Total Dynamic Dividend Fund position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 1,200 abrdn Total Dynamic Dividend Fund shares in Q2 2026, an estimated $11.1K.
  • Root Financial Partners first reported a position in abrdn Total Dynamic Dividend Fund in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's abrdn Total Dynamic Dividend Fund position peaked at $11.1K in Q1 2026.
  • 152 funds tracked by Wall St. Rank held abrdn Total Dynamic Dividend Fund as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.