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

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

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

Wealth Enhancement Advisory Services increased its abrdn Total Dynamic Dividend Fund (AOD) stake by 4.3% in Q2 2026, buying an estimated $26.7K and bringing the position to 64,157 shares worth $669K. The position accounts for ﹤0.01% of the portfolio, ranked #2421.

Wealth Enhancement Advisory Services first reported a position in AOD in Q3 2023 and has held it in 12 quarters since. 152 funds tracked by Wall St. Rank hold AOD as of Q2 2026.

  • Wealth Enhancement Advisory Services held 64,157 shares of abrdn Total Dynamic Dividend Fund worth $669K as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 2,618 abrdn Total Dynamic Dividend Fund shares in Q2 2026, an estimated $26.7K.
  • abrdn Total Dynamic Dividend Fund made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #2421 holding.
  • Wealth Enhancement Advisory Services first reported a position in abrdn Total Dynamic Dividend Fund in Q3 2023 and has held it in 12 quarters since.
  • 152 funds tracked by Wall St. Rank held abrdn Total Dynamic Dividend Fund as of Q2 2026.

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