Wealth Enhancement Advisory Services
AGD

Wealth Enhancement Advisory Services’s abrdn Global Dynamic Dividend Fund AGD Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio AGD Stock Details AGD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$394K Buy
32,372
+3,783
+13% +$46K ﹤0.01% 2929
2026
Q1 		$313K Buy
28,589
+12,974
+83% +$157K ﹤0.01% 2730
2025
Q4 		$192K Buy
15,615
+4,953
+46% +$58.5K ﹤0.01% 3288
2025
Q3 		$148K Buy
+10,662
New +$126K ﹤0.01% 3241

Other funds holding AGD

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
EA
Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HWP
Highline Wealth Partners Sherman Oaks, California $493M AUM 19.33% 1-Year Est. Return

Wealth Enhancement Advisory Services's AGD Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its abrdn Global Dynamic Dividend Fund (AGD) stake by 13% in Q2 2026, buying an estimated $46K and bringing the position to 32,372 shares worth $394K. The position accounts for ﹤0.01% of the portfolio, ranked #2929.

Wealth Enhancement Advisory Services first reported a position in AGD in Q3 2025 and has held it in 4 quarters since. 11 funds tracked by Wall St. Rank hold AGD as of Q2 2026.

  • Wealth Enhancement Advisory Services held 32,372 shares of abrdn Global Dynamic Dividend Fund worth $394K as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 3,783 abrdn Global Dynamic Dividend Fund shares in Q2 2026, an estimated $46K.
  • abrdn Global Dynamic Dividend Fund made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #2929 holding.
  • Wealth Enhancement Advisory Services first reported a position in abrdn Global Dynamic Dividend Fund in Q3 2025 and has held it in 4 quarters since.
  • 11 funds tracked by Wall St. Rank held abrdn Global Dynamic Dividend Fund as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.