SC
AOD

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
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

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
SWM
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
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
CWM
Centurion Wealth Management Mclean, Virginia $418M AUM 23.14% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Stolper & Co's AOD Position: Q2 2026 in Review

Stolper & Co increased its abrdn Total Dynamic Dividend Fund (AOD) stake by 3.2% in Q2 2026, buying an estimated $32.9K and bringing the position to 104,186 shares worth $1.07M. The position accounts for 0.28% of the portfolio, ranked #62.

Stolper & Co first reported a position in AOD in Q1 2020 and has held it in 26 quarters since. 20 funds tracked by Wall St. Rank hold AOD as of Q2 2026.

  • Stolper & Co held 104,186 shares of abrdn Total Dynamic Dividend Fund worth $1.07M as of Q2 2026.
  • Stolper & Co bought 3,218 abrdn Total Dynamic Dividend Fund shares in Q2 2026, an estimated $32.9K.
  • abrdn Total Dynamic Dividend Fund made up 0.28% of Stolper & Co's portfolio in Q2 2026, its #62 holding.
  • Stolper & Co first reported a position in abrdn Total Dynamic Dividend Fund in Q1 2020 and has held it in 26 quarters since.
  • 20 funds tracked by Wall St. Rank held abrdn Total Dynamic Dividend Fund as of Q2 2026.

Based on Stolper & Co's 13F filing for Q2 2026, filed 14 Jul 2026.