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

Total Wealth Planning & 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 		$382K Buy
+37,078
New +$379K 0.26% 134
2026
Q1 		– Sell
-31,188
Closed -$304K – 206
2025
Q4 		$304K Buy
+31,188
New +$299K 0.23% 156

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

Total Wealth Planning & Management's AOD Position: Q2 2026 in Review

Total Wealth Planning & Management opened a new position in abrdn Total Dynamic Dividend Fund (AOD) in Q2 2026: 37,078 shares worth $382K. The stake represents 0.26% of the portfolio and ranks #134 among its holdings. This is a return to the name: Total Wealth Planning & Management previously reported a position in AOD as recently as Q4 2025.

Total Wealth Planning & Management first reported a position in AOD in Q4 2025 and has held it in 2 quarters since. 152 funds tracked by Wall St. Rank hold AOD as of Q2 2026.

  • Total Wealth Planning & Management held 37,078 shares of abrdn Total Dynamic Dividend Fund worth $382K as of Q2 2026.
  • abrdn Total Dynamic Dividend Fund was a new Total Wealth Planning & Management position in Q2 2026.
  • abrdn Total Dynamic Dividend Fund made up 0.26% of Total Wealth Planning & Management's portfolio in Q2 2026, its #134 holding.
  • Total Wealth Planning & Management first reported a position in abrdn Total Dynamic Dividend Fund in Q4 2025 and has held it in 2 quarters since.
  • 152 funds tracked by Wall St. Rank held abrdn Total Dynamic Dividend Fund as of Q2 2026.

Based on Total Wealth Planning & Management's 13F filing for Q2 2026, filed 28 Jul 2026.