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Stolper & Co’s abrdn Total Dynamic Dividend Fund AOD Stock Holding History

Stolper & Co’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
Q3 		$1.03M Sell
101,715
-2,471
-2% -$26K 0.27% 62
2026
Q2 		$1.07M Buy
104,186
+3,218
+3% +$32.9K 0.28% 62
2026
Q1 		$930K Buy
100,968
+1,380
+1% +$13.7K 0.26% 62
2025
Q4 		$971K Buy
99,588
+598
+0.6% +$5.74K 0.29% 62
2025
Q3 		$936K Buy
98,990
+483
+0.5% +$4.4K 0.28% 63
2025
Q2 		$873K Buy
98,507
+3,611
+4% +$30.2K 0.29% 63
2025
Q1 		$796K Buy
94,896
+928
+1% +$8K 0.26% 64
2024
Q4 		$790K Sell
93,968
-1,681
-2% -$14.8K 0.26% 62
2024
Q3 		$870K Sell
95,649
-447
-0.5% -$3.89K 0.28% 62
2024
Q2 		$808K Buy
96,096
+575
+0.6% +$4.71K 0.28% 63
2024
Q1 		$792K Buy
95,521
+6,210
+7% +$50.2K 0.29% 63
2023
Q4 		$720K Buy
89,311
+2,634
+3% +$20.1K 0.29% 62
2023
Q3 		$655K Buy
86,677
+12,309
+17% +$99.1K 0.28% 62
2023
Q2 		$614K Sell
74,368
-1,985
-3% -$16.2K 0.26% 67
2023
Q1 		$617K Sell
76,353
-2,143
-3% -$17.4K 0.26% 67
2022
Q4 		$612K Sell
78,496
-3,773
-5% -$29.2K 0.27% 67
2022
Q3 		$587K Buy
82,269
+2,865
+4% +$23.2K 0.29% 68
2022
Q2 		$642K Buy
79,404
+209
+0.3% +$1.82K 0.3% 64
2022
Q1 		$761K Buy
79,195
+5,610
+8% +$54.5K 0.32% 63
2021
Q4 		$752K Buy
73,585
+4,478
+6% +$44.8K 0.34% 63
2021
Q3 		$673K Buy
69,107
+4,273
+7% +$43.7K 0.32% 64
2021
Q2 		$659K Buy
64,834
+51
+0.1% +$509 0.31% 65
2021
Q1 		$617K Sell
64,783
-1,889
-3% -$17.4K 0.32% 63
2020
Q4 		$590K Sell
66,672
-1,222
-2% -$10.1K 0.33% 66
2020
Q3 		$539K Buy
67,894
+3,260
+5% +$26K 0.35% 60
2020
Q2 		$498K Buy
64,634
+304
+0.5% +$2.21K 0.33% 63
2020
Q1 		$423K Buy
+64,330
New +$527K 0.3% 67

Other funds holding AOD

Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
NWF Advisory Services
NWF Advisory Services Los Angeles, California $1.07B AUM 35.62% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
B. Riley Wealth Advisors
B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return
Vanguard Capital Wealth Advisors
Vanguard Capital Wealth Advisors Denver, Colorado $145M AUM 65.64% 1-Year Est. Return
CWM
Centurion Wealth Management Mclean, Virginia $415M AUM 17.23% 1-Year Est. Return
Wedmont Private Capital
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Stolper & Co's AOD Position: Q3 2026 in Review

Stolper & Co reduced its abrdn Total Dynamic Dividend Fund (AOD) stake by 2.4% in Q3 2026, selling an estimated $26K and leaving 101,715 shares worth $1.03M. The position accounts for 0.27% of the portfolio, ranked #62.

Stolper & Co first reported a position in AOD in Q1 2020 and has held it in 27 quarters since. The position peaked at $1.07M in Q2 2026. 26 funds tracked by Wall St. Rank hold AOD as of Q3 2026.

  • Stolper & Co held 101,715 shares of abrdn Total Dynamic Dividend Fund worth $1.03M as of Q3 2026.
  • Stolper & Co sold 2,471 abrdn Total Dynamic Dividend Fund shares in Q3 2026, an estimated $26K.
  • abrdn Total Dynamic Dividend Fund made up 0.27% of Stolper & Co's portfolio in Q3 2026, its #62 holding.
  • Stolper & Co first reported a position in abrdn Total Dynamic Dividend Fund in Q1 2020 and has held it in 27 quarters since.
  • Stolper & Co's abrdn Total Dynamic Dividend Fund position peaked at $1.07M in Q2 2026.
  • 26 funds tracked by Wall St. Rank held abrdn Total Dynamic Dividend Fund as of Q3 2026.

Based on Stolper & Co's 13F filing for Q3 2026, filed 13 Oct 2026.