Wealthcare Advisory Partners’s abrdn Total Dynamic Dividend Fund AOD Stock Holding History

Wealthcare Advisory Partners’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
2025 Q2	–	Sell	-12,330	Closed	-$103K	–	972
2025 Q1	$103K	Buy	12,330 +341	+3%	+$2.94K	﹤0.01%	890
2024 Q4	$101K	Buy	11,989 +458	+4%	+$4.02K	﹤0.01%	879
2024 Q3	$105K	Buy	+11,531	New	+$100K	﹤0.01%	858
2021 Q2	–	Sell	-1,800	Closed	-$17K	–	613
2021 Q1	$17K	Buy	+1,800	New	+$16.6K	﹤0.01%	1254

Other funds holding AOD

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Waterfront Wealth Overland Park, Kansas $545M AUM 19.05% 1-Year Est. Return

WAM

WNY Asset Management Williamsville, New York $967M AUM

Wealthcare Advisory Partners's AOD Position: Q2 2025 in Review

Wealthcare Advisory Partners sold out of abrdn Total Dynamic Dividend Fund (AOD) in Q2 2025, closing a stake of 12,330 shares — an estimated $103K sold.

Wealthcare Advisory Partners first reported a position in AOD in Q1 2021 and held it in 4 quarters. The position peaked at $105K in Q3 2024. 133 funds tracked by Wall St. Rank hold AOD as of Q2 2025.

Wealthcare Advisory Partners reported no remaining abrdn Total Dynamic Dividend Fund position as of Q2 2025 after selling out during the quarter.
Wealthcare Advisory Partners sold 12,330 abrdn Total Dynamic Dividend Fund shares in Q2 2025, an estimated $103K.
Wealthcare Advisory Partners first reported a position in abrdn Total Dynamic Dividend Fund in Q1 2021 and held it in 4 quarters.
Wealthcare Advisory Partners's abrdn Total Dynamic Dividend Fund position peaked at $105K in Q3 2024.
133 funds tracked by Wall St. Rank held abrdn Total Dynamic Dividend Fund as of Q2 2025.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2025, filed 22 Jul 2025.