APW
ARDC

Axim Planning & Wealth’s Are Dynamic Credit Allocation Fund ARDC Stock Holding History

Axim Planning & Wealth’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
2025
Q3 		– Sell
-11,755
Closed -$167K – 85
2025
Q2 		$167K Buy
+11,755
New +$162K 0.15% 68
2025
Q1 		– Sell
-10,221
Closed -$154K – 47
2024
Q4 		$154K Buy
+10,221
New +$155K 0.16% 39

Other funds holding ARDC

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
UAG
United Advisor Group Cincinnati, Ohio $811M AUM 18.32% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Axim Planning & Wealth's ARDC Position: Q3 2025 in Review

Axim Planning & Wealth sold out of Are Dynamic Credit Allocation Fund (ARDC) in Q3 2025, closing a stake of 11,755 shares — an estimated $167K sold.

Axim Planning & Wealth first reported a position in ARDC in Q4 2024 and held it in 2 quarters. The position peaked at $167K in Q2 2025. 65 funds tracked by Wall St. Rank hold ARDC as of Q3 2025.

  • Axim Planning & Wealth reported no remaining Are Dynamic Credit Allocation Fund position as of Q3 2025 after selling out during the quarter.
  • Axim Planning & Wealth sold 11,755 Are Dynamic Credit Allocation Fund shares in Q3 2025, an estimated $167K.
  • Axim Planning & Wealth first reported a position in Are Dynamic Credit Allocation Fund in Q4 2024 and held it in 2 quarters.
  • Axim Planning & Wealth's Are Dynamic Credit Allocation Fund position peaked at $167K in Q2 2025.
  • 65 funds tracked by Wall St. Rank held Are Dynamic Credit Allocation Fund as of Q3 2025.

Based on Axim Planning & Wealth's 13F filing for Q3 2025, filed 5 Nov 2025.