SPC
AOD

Spirepoint Private Client’s abrdn Total Dynamic Dividend Fund AOD Stock Holding History

Spirepoint Private Client’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 		$204K Buy
19,780
+166
+0.8% +$1.7K 0.02% 324
2026
Q1 		$181K Buy
19,614
+152
+0.8% +$1.51K 0.02% 315
2025
Q4 		$190K Buy
19,462
+159
+0.8% +$1.53K 0.02% 304
2025
Q3 		$183K Buy
+19,303
New +$176K 0.02% 273
2024
Q4 		– Sell
-15,039
Closed -$137K – 221
2024
Q3 		$137K Hold
15,039
– – 0.02% 209
2024
Q2 		$126K Sell
15,039
-200
-1% -$1.64K 0.02% 205
2024
Q1 		$126K Buy
+15,239
New +$123K 0.02% 198

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

Spirepoint Private Client's AOD Position: Q2 2026 in Review

Spirepoint Private Client increased its abrdn Total Dynamic Dividend Fund (AOD) stake by 0.85% in Q2 2026, buying an estimated $1.7K and bringing the position to 19,780 shares worth $204K. The position accounts for 0.02% of the portfolio, ranked #324.

Spirepoint Private Client first reported a position in AOD in Q1 2024 and has held it in 7 quarters since. 152 funds tracked by Wall St. Rank hold AOD as of Q2 2026.

  • Spirepoint Private Client held 19,780 shares of abrdn Total Dynamic Dividend Fund worth $204K as of Q2 2026.
  • Spirepoint Private Client bought 166 abrdn Total Dynamic Dividend Fund shares in Q2 2026, an estimated $1.7K.
  • abrdn Total Dynamic Dividend Fund made up 0.02% of Spirepoint Private Client's portfolio in Q2 2026, its #324 holding.
  • Spirepoint Private Client first reported a position in abrdn Total Dynamic Dividend Fund in Q1 2024 and has held it in 7 quarters since.
  • 152 funds tracked by Wall St. Rank held abrdn Total Dynamic Dividend Fund as of Q2 2026.

Based on Spirepoint Private Client's 13F filing for Q2 2026, filed 5 Aug 2026.