B. Riley Wealth Advisors, Inc.
Position in AOD — abrdn Total Dynamic Dividend Fund
CIK 1464811
MEMPHIS, TN
Position in AOD
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$536,841
+$127,466 QoQ
Shares Held
52,070
+17.1% QoQ
Ownership
0.049%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#52
of 152 holders
Holding Since
Mar 2020
23 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AOD Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026B. Riley Wealth Advisors, Inc. holds $51,293,701 across 79 Asset Management names. AOD ranks #17 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | STEW |
SRH Total Return Fund, Inc.
|
405,048 | $7,250,359 | |
| 2 | BX |
Blackstone Inc.
|
55,522 | $6,533,273 | |
| 3 | BPRE |
Bluerock Private Real Estate Fund
|
454,953 | $5,918,938 | |
| 4 | AB |
Alliancebernstein Holding L.P.
|
75,577 | $2,661,821 | |
| 5 | GLAD |
Gladstone Capital Corp
|
135,581 | $2,632,983 | |
| 6 | RA |
Brookfield Real Assets Income Fund Inc.
|
133,545 | $1,720,059 | |
| 7 | CSWC |
Capital Southwest Corp
|
69,775 | $1,658,551 | |
| 8 | MAIN |
Main Street Capital CORP
|
26,913 | $1,396,246 |
All Filings in AOD
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $536,841 | 52,070 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $409,375 | 44,449 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $482,118 | 49,448 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $510,045 | 53,916 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $389,016 | 43,907 | Shares | Sole | 2025-08-19 | |
| 2024-12-31 | $291,372 | 34,646 | Shares | Sole | 2025-02-25 | |
| 2024-09-30 | $312,575 | 34,349 | Shares | Sole | 2024-12-13 | |
| 2024-06-30 | $925,554 | 110,054 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 | $811,226 | 97,856 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $889,840 | 110,402 | Shares | Sole | 2024-03-15 | |
| 2023-09-30 | $739,791 | 97,856 | Shares | Sole | 2023-12-01 | |
| 2023-06-30 | $989,589 | 119,805 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $943,218 | 116,735 | Shares | Sole | 2023-05-17 | |
| 2022-06-30 | $698,669 | 86,469 | Shares | Other | 2022-08-12 | |
| 2022-03-31 | $759,065 | 78,987 | Shares | Other | 2022-05-02 | |
| 2021-12-31 | $809,945 | 79,251 | Shares | Other | 2022-01-28 | |
| 2021-09-30 | $772,343 | 79,296 | Shares | Other | 2021-11-16 | |
| 2021-06-30 | $734,009 | 72,174 | Shares | Other | 2021-08-10 | |
| 2021-03-31 | $709,537 | 74,453 | Shares | Other | 2021-05-13 | |
| 2020-12-31 | $635,845 | 71,847 | Shares | Other | 2021-02-04 | |
| 2020-09-30 | $386,146 | 48,633 | Shares | Other | 2020-11-09 | |
| 2020-06-30 | $413,490 | 53,700 | Shares | Other | 2020-07-31 | |
| 2020-03-31 | $349,950 | 53,184 | Shares | Other | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||