ARMSTRONG ADVISORY GROUP, INC
Position in AGD — abrdn Global Dynamic Dividend Fund
CIK 1932952
NEEDHAM, MA
Position in AGD
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$39,272
+$5,252 QoQ
Shares Held
3,243
+3.0% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#45
of 64 holders
Holding Since
Mar 2023
14 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AGD Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026ARMSTRONG ADVISORY GROUP, INC holds $2,545,735 across 41 Asset Management names. AGD ranks #16 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PHYS |
Sprott Physical Gold Trust
|
17,591 | $530,720 | |
| 2 | BX |
Blackstone Inc.
|
3,317 | $390,311 | |
| 3 | BLK |
BlackRock, Inc.
|
358 | $344,238 | |
| 4 | APO |
Apollo Global Management, Inc.
|
1,304 | $154,276 | |
| 5 | HTGC |
Hercules Capital, Inc.
|
7,916 | $124,835 | |
| 6 | AMP |
Ameriprise Financial Inc
|
231 | $105,973 | |
| 7 | ARCC |
Ares Capital Corp
|
5,691 | $105,454 | |
| 8 | RCS |
Pimco Strategic Income Fund, Inc.
|
15,231 | $83,008 |
All Filings in AGD
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $39,272 | 3,243 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $34,020 | 3,150 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $35,294 | 3,027 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $39,533 | 2,968 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $31,883 | 2,888 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $27,011 | 2,712 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $26,577 | 2,712 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $28,801 | 2,712 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 | $26,469 | 2,712 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $26,333 | 2,712 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $25,330 | 2,712 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $23,485 | 2,712 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $25,872 | 2,712 | Shares | Sole | 2023-07-06 | |
| 2023-03-31 | $25,302 | 2,712 | Shares | Sole | 2023-04-07 | |
| No filing history on record for this holder in this stock. | ||||||