Action Point Financial Planning’s Are Dynamic Credit Allocation Fund ARDC Stock Holding History

Action Point Financial Planning’s Portfolio ARDC Stock Details ARDC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$694	Buy	+55	New	+$691	﹤0.01%	2578

Other funds holding ARDC

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return

UAG

United Advisor Group Cincinnati, Ohio $948M AUM 25.89% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

FIA

Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return

NewEdge Wealth Pittsburgh, Pennsylvania $10B AUM 30.45% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Action Point Financial Planning's ARDC Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Are Dynamic Credit Allocation Fund (ARDC) in Q2 2026: 55 shares worth $694. The stake represents ﹤0.01% of the portfolio and ranks #2578 among its holdings.

63 funds tracked by Wall St. Rank hold ARDC as of Q2 2026.

Action Point Financial Planning held 55 shares of Are Dynamic Credit Allocation Fund worth $694 as of Q2 2026.
Are Dynamic Credit Allocation Fund was a new Action Point Financial Planning position in Q2 2026.
Are Dynamic Credit Allocation Fund made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #2578 holding.
63 funds tracked by Wall St. Rank held Are Dynamic Credit Allocation Fund as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.