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

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Stolper & Co Tulsa, Oklahoma $387M AUM 25.53% 1-Year Est. Return

SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Centurion Wealth Management Mclean, Virginia $418M AUM 23.14% 1-Year Est. Return

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

Decision Investments San Diego, California $110M AUM