SWM
AOD

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

Spire 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
2026
Q2 		– Sell
-2,200
Closed -$20.3K – 2234
2026
Q1 		$20.3K Hold
2,200
– – ﹤0.01% 1417
2025
Q4 		$21.4K Buy
+2,200
New +$21.1K ﹤0.01% 1458
2024
Q2 		– Sell
-18,843
Closed -$156K – 2208
2024
Q1 		$156K Hold
18,843
– – ﹤0.01% 850
2023
Q4 		$150K Sell
18,843
-2,435
-11% -$18.6K ﹤0.01% 854
2023
Q3 		$161K Hold
21,278
– – 0.01% 777
2023
Q2 		$176K Buy
21,278
+9,686
+84% +$78.8K 0.01% 766
2023
Q1 		$93.7K Buy
11,592
+8,670
+297% +$70.5K ﹤0.01% 993
2022
Q4 		$23K Buy
2,922
+864
+42% +$6.68K ﹤0.01% 1307
2022
Q3 		$15K Sell
2,058
-15,693
-88% -$127K ﹤0.01% 1427
2022
Q2 		$143K Sell
17,751
-11,597
-40% -$101K 0.01% 887
2022
Q1 		$282K Hold
29,348
– – 0.01% 743
2021
Q4 		$300K Buy
29,348
+5
+0% +$50 0.01% 901
2021
Q3 		$286K Buy
29,343
+900
+3% +$9.21K 0.01% 778
2021
Q2 		$289K Hold
28,443
– – 0.01% 789
2021
Q1 		$271K Buy
+28,443
New +$263K 0.01% 924

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

Spire Wealth Management's AOD Position: Q2 2026 in Review

Spire Wealth Management sold out of abrdn Total Dynamic Dividend Fund (AOD) in Q2 2026, closing a stake of 2,200 shares — an estimated $20.3K sold.

Spire Wealth Management first reported a position in AOD in Q1 2021 and held it in 15 quarters. The position peaked at $300K in Q4 2021. 152 funds tracked by Wall St. Rank hold AOD as of Q2 2026.

  • Spire Wealth Management reported no remaining abrdn Total Dynamic Dividend Fund position as of Q2 2026 after selling out during the quarter.
  • Spire Wealth Management sold 2,200 abrdn Total Dynamic Dividend Fund shares in Q2 2026, an estimated $20.3K.
  • Spire Wealth Management first reported a position in abrdn Total Dynamic Dividend Fund in Q1 2021 and held it in 15 quarters.
  • Spire Wealth Management's abrdn Total Dynamic Dividend Fund position peaked at $300K in Q4 2021.
  • 152 funds tracked by Wall St. Rank held abrdn Total Dynamic Dividend Fund as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.