SWM
AOD

SK Wealth Management’s abrdn Total Dynamic Dividend Fund AOD Stock Holding History

SK Wealth Management’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
2025
Q3 		– Sell
-13,129
Closed -$118K – 84
2025
Q2 		$118K Buy
13,129
+410
+3% +$3.43K 0.05% 78
2025
Q1 		$99.3K Buy
12,719
+579
+5% +$4.99K 0.05% 72
2024
Q4 		$102K Hold
12,140
– – 0.05% 70
2024
Q3 		$105K Buy
+12,140
New +$106K 0.05% 70

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 $530B AUM 22.01% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 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 $377B AUM 19.32% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
WAM
WNY Asset Management Williamsville, New York $967M AUM
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
WW
Waterfront Wealth Overland Park, Kansas $545M AUM 19.05% 1-Year Est. Return

SK Wealth Management's AOD Position: Q3 2025 in Review

SK Wealth Management sold out of abrdn Total Dynamic Dividend Fund (AOD) in Q3 2025, closing a stake of 13,129 shares — an estimated $118K sold.

SK Wealth Management first reported a position in AOD in Q3 2024 and held it in 4 quarters. The position peaked at $118K in Q2 2025. 136 funds tracked by Wall St. Rank hold AOD as of Q3 2025.

  • SK Wealth Management reported no remaining abrdn Total Dynamic Dividend Fund position as of Q3 2025 after selling out during the quarter.
  • SK Wealth Management sold 13,129 abrdn Total Dynamic Dividend Fund shares in Q3 2025, an estimated $118K.
  • SK Wealth Management first reported a position in abrdn Total Dynamic Dividend Fund in Q3 2024 and held it in 4 quarters.
  • SK Wealth Management's abrdn Total Dynamic Dividend Fund position peaked at $118K in Q2 2025.
  • 136 funds tracked by Wall St. Rank held abrdn Total Dynamic Dividend Fund as of Q3 2025.

Based on SK Wealth Management's 13F filing for Q3 2025, filed 10 Oct 2025.