James T. Borello RIA
AOD icon

James T. Borello RIA’s abrdn Total Dynamic Dividend Fund AOD Stock Holding History

James T. Borello RIA’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
Q3 		$9.6K Hold
948
– – ﹤0.01% 612
2026
Q2 		$9.8K Buy
+948
New +$9.7K ﹤0.01% 605

Other funds holding AOD

Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
Wedbush Securities
Wedbush Securities Los Angeles, California $3.95B AUM 25.45% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return
NWF Advisory Services
NWF Advisory Services Los Angeles, California $1.07B AUM 35.62% 1-Year Est. Return
Stolper & Co
Stolper & Co Tulsa, Oklahoma $387M AUM 17.93% 1-Year Est. Return
Diversify Advisory Services
Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return
Diversify Wealth Management
Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
SeaCrest Wealth Management
SeaCrest Wealth Management Purchase, New York $883M AUM 33.97% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

James T. Borello RIA's AOD Position: Q3 2026 in Review

James T. Borello RIA held its abrdn Total Dynamic Dividend Fund (AOD) position steady in Q3 2026 at 948 shares worth $9.6K. The position accounts for ﹤0.01% of the portfolio, ranked #612.

James T. Borello RIA first reported a position in AOD in Q2 2026 and has held it in 2 quarters since. The position peaked at $9.8K in Q2 2026. 39 funds tracked by Wall St. Rank hold AOD as of Q3 2026.

  • James T. Borello RIA held 948 shares of abrdn Total Dynamic Dividend Fund worth $9.6K as of Q3 2026.
  • James T. Borello RIA left its abrdn Total Dynamic Dividend Fund share count unchanged in Q3 2026.
  • abrdn Total Dynamic Dividend Fund made up ﹤0.01% of James T. Borello RIA's portfolio in Q3 2026, its #612 holding.
  • James T. Borello RIA first reported a position in abrdn Total Dynamic Dividend Fund in Q2 2026 and has held it in 2 quarters since.
  • James T. Borello RIA's abrdn Total Dynamic Dividend Fund position peaked at $9.8K in Q2 2026.
  • 39 funds tracked by Wall St. Rank held abrdn Total Dynamic Dividend Fund as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.