Wealth Enhancement Advisory Services
AOD

Wealth Enhancement Advisory Services’s abrdn Total Dynamic Dividend Fund AOD Stock Holding History

Wealth Enhancement Advisory Services’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 		$669K Buy
64,157
+2,618
+4% +$26.7K ﹤0.01% 2421
2026
Q1 		$576K Buy
61,539
+273
+0.4% +$2.72K ﹤0.01% 2203
2025
Q4 		$606K Buy
61,266
+15,878
+35% +$152K ﹤0.01% 2342
2025
Q3 		$438K Buy
45,388
+1,727
+4% +$15.7K ﹤0.01% 2468
2025
Q2 		$394K Sell
43,661
-1,923
-4% -$16.1K ﹤0.01% 2403
2025
Q1 		$382K Sell
45,584
-179
-0.4% -$1.54K ﹤0.01% 2241
2024
Q4 		$385K Buy
45,763
+959
+2% +$8.42K ﹤0.01% 2183
2024
Q3 		$408K Sell
44,804
-4,135
-8% -$36K ﹤0.01% 1963
2024
Q2 		$412K Buy
48,939
+1,509
+3% +$12.4K ﹤0.01% 1763
2024
Q1 		$393K Sell
47,430
-9,700
-17% -$78.4K ﹤0.01% 1728
2023
Q4 		$460K Buy
57,130
+7,939
+16% +$60.6K ﹤0.01% 1554
2023
Q3 		$372K Buy
+49,191
New +$396K ﹤0.01% 1610

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
SC
Stolper & Co Tulsa, Oklahoma $387M AUM 25.53% 1-Year Est. Return
SWM
SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.83B 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
DI
Decision Investments San Diego, California $110M AUM
SP
Successful Portfolios Clearwater, Florida $214M AUM 38.71% 1-Year Est. Return