Boyd Watterson Asset Management’s Are Dynamic Credit Allocation Fund ARDC Stock Holding History

Boyd Watterson Asset Management’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 Q3	$3.16K	Hold	275	–	–	﹤0.01%	325
2026 Q2	$3.47K	Hold	275	–	–	﹤0.01%	333
2026 Q1	$3.34K	Hold	275	–	–	﹤0.01%	329
2025 Q4	$3.66K	Hold	275	–	–	﹤0.01%	337
2025 Q3	$3.87K	Hold	275	–	–	﹤0.01%	341
2025 Q2	$3.91K	Hold	275	–	–	﹤0.01%	342
2025 Q1	$3.88K	Hold	275	–	–	﹤0.01%	346
2024 Q4	$4.16K	Hold	275	–	–	﹤0.01%	351
2024 Q3	$4.2K	Hold	275	–	–	﹤0.01%	349
2024 Q2	$4.1K	Buy	+275	New	+$3.94K	﹤0.01%	352

Other funds holding ARDC

Advisornet Financial Minnetonka, Minnesota $2.21B AUM 14.38% 1-Year Est. Return

UAG

United Advisor Group Cincinnati, Ohio $1.05B AUM 20.46% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Huntleigh Advisors St. Louis, Missouri $715M AUM 45.09% 1-Year Est. Return

Curated Wealth Partners El Segundo, California $1.22B AUM 0.27% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Nations Financial Group Cedar Rapids, Iowa $2.01B AUM 24.56% 1-Year Est. Return

Boyd Watterson Asset Management's ARDC Position: Q3 2026 in Review

Boyd Watterson Asset Management held its Are Dynamic Credit Allocation Fund (ARDC) position steady in Q3 2026 at 275 shares worth $3.16K. The position accounts for ﹤0.01% of the portfolio, ranked #325.

Boyd Watterson Asset Management first reported a position in ARDC in Q2 2024 and has held it in 10 quarters since. The position peaked at $4.2K in Q3 2024. 30 funds tracked by Wall St. Rank hold ARDC as of Q3 2026.

Boyd Watterson Asset Management held 275 shares of Are Dynamic Credit Allocation Fund worth $3.16K as of Q3 2026.
Boyd Watterson Asset Management left its Are Dynamic Credit Allocation Fund share count unchanged in Q3 2026.
Are Dynamic Credit Allocation Fund made up ﹤0.01% of Boyd Watterson Asset Management's portfolio in Q3 2026, its #325 holding.
Boyd Watterson Asset Management first reported a position in Are Dynamic Credit Allocation Fund in Q2 2024 and has held it in 10 quarters since.
Boyd Watterson Asset Management's Are Dynamic Credit Allocation Fund position peaked at $4.2K in Q3 2024.
30 funds tracked by Wall St. Rank held Are Dynamic Credit Allocation Fund as of Q3 2026.

Based on Boyd Watterson Asset Management's 13F filing for Q3 2026, filed 6 Nov 2026.