Sigma Planning Corp
AOD icon

Sigma Planning Corp’s abrdn Total Dynamic Dividend Fund AOD Stock Holding History

Sigma Planning Corp’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 		$538K Buy
52,984
+15,455
+41% +$163K 0.01% 809
2026
Q2 		$387K Buy
37,529
+5,360
+17% +$54.7K 0.01% 1033
2026
Q1 		$296K Sell
32,169
-1,065
-3% -$10.6K 0.01% 1055
2025
Q4 		$324K Buy
33,234
+3,414
+11% +$32.8K 0.01% 989
2025
Q3 		$282K Buy
29,820
+16,105
+117% +$147K 0.01% 1055
2025
Q2 		$122K Buy
13,715
+86
+0.6% +$719 ﹤0.01% 1199
2025
Q1 		$114K Sell
13,629
-5,514
-29% -$47.5K ﹤0.01% 1156
2024
Q4 		$161K Buy
19,143
+5,691
+42% +$50K 0.01% 1110
2024
Q3 		$122K Buy
13,452
+75
+0.6% +$653 ﹤0.01% 1160
2024
Q2 		$112K Buy
13,377
+197
+1% +$1.61K ﹤0.01% 1131
2024
Q1 		$109K Buy
+13,180
New +$106K ﹤0.01% 1177
2023
Q2 		– Sell
-14,481
Closed -$117K – 1211
2023
Q1 		$117K Sell
14,481
-1,242
-8% -$10.1K ﹤0.01% 1229
2022
Q4 		$123K Buy
15,723
+43
+0.3% +$332 ﹤0.01% 1178
2022
Q3 		$112K Sell
15,680
-3,775
-19% -$30.5K ﹤0.01% 1186
2022
Q2 		$157K Buy
19,455
+55
+0.3% +$478 0.01% 1184
2022
Q1 		$186K Buy
19,400
+59
+0.3% +$573 0.01% 1270
2021
Q4 		$198K Sell
19,341
-2,130
-10% -$21.3K 0.01% 1283
2021
Q3 		$209K Buy
21,471
+3,368
+19% +$34.5K 0.01% 1244
2021
Q2 		$184K Buy
+18,103
New +$181K 0.01% 1314

Other funds holding AOD

Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
Wedbush Securities
Wedbush Securities Los Angeles, California $3.95B AUM 25.45% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.51% 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
Diversify Advisory Services
Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return
Diversify Wealth Management
Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
SeaCrest Wealth Management
SeaCrest Wealth Management Purchase, New York $883M AUM 33.97% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Sigma Planning Corp's AOD Position: Q3 2026 in Review

Sigma Planning Corp increased its abrdn Total Dynamic Dividend Fund (AOD) stake by 41% in Q3 2026, buying an estimated $163K and bringing the position to 52,984 shares worth $538K. The position accounts for 0.01% of the portfolio, ranked #809.

Sigma Planning Corp first reported a position in AOD in Q2 2021 and has held it in 19 quarters since. 39 funds tracked by Wall St. Rank hold AOD as of Q3 2026.

  • Sigma Planning Corp held 52,984 shares of abrdn Total Dynamic Dividend Fund worth $538K as of Q3 2026.
  • Sigma Planning Corp bought 15,455 abrdn Total Dynamic Dividend Fund shares in Q3 2026, an estimated $163K.
  • abrdn Total Dynamic Dividend Fund made up 0.01% of Sigma Planning Corp's portfolio in Q3 2026, its #809 holding.
  • Sigma Planning Corp first reported a position in abrdn Total Dynamic Dividend Fund in Q2 2021 and has held it in 19 quarters since.
  • 39 funds tracked by Wall St. Rank held abrdn Total Dynamic Dividend Fund as of Q3 2026.

Based on Sigma Planning Corp's 13F filing for Q3 2026, filed 23 Oct 2026.