SIS
AOD

Sound Income Strategies’s abrdn Total Dynamic Dividend Fund AOD Stock Holding History

Sound Income Strategies’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
-500
Closed -$4.73K – 570
2026
Q1 		$4.73K Buy
+500
New +$4.98K ﹤0.01% 1849
2023
Q4 		– Sell
-70
Closed -$529 – 1322
2023
Q3 		$529 Buy
+70
New +$563 ﹤0.01% 1060

Other funds holding AOD

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
WS
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
SC
Stolper & Co Tulsa, Oklahoma $387M AUM 25.53% 1-Year Est. Return
LOPW
Live Oak Private Wealth Wilmington, North Carolina $800M AUM 24.59% 1-Year Est. Return
ATS
Ashton Thomas Securities Rochester, New York $677M AUM 22.42% 1-Year Est. Return

Sound Income Strategies's AOD Position: Q2 2026 in Review

Sound Income Strategies sold out of abrdn Total Dynamic Dividend Fund (AOD) in Q2 2026, closing a stake of 500 shares — an estimated $4.73K sold.

Sound Income Strategies first reported a position in AOD in Q3 2023 and held it in 2 quarters. The position peaked at $4.73K in Q1 2026. 60 funds tracked by Wall St. Rank hold AOD as of Q2 2026.

  • Sound Income Strategies reported no remaining abrdn Total Dynamic Dividend Fund position as of Q2 2026 after selling out during the quarter.
  • Sound Income Strategies sold 500 abrdn Total Dynamic Dividend Fund shares in Q2 2026, an estimated $4.73K.
  • Sound Income Strategies first reported a position in abrdn Total Dynamic Dividend Fund in Q3 2023 and held it in 2 quarters.
  • Sound Income Strategies's abrdn Total Dynamic Dividend Fund position peaked at $4.73K in Q1 2026.
  • 60 funds tracked by Wall St. Rank held abrdn Total Dynamic Dividend Fund as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.