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 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	$4.09K	Buy	+275	New	+$3.94K	﹤0.01%	352

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

Boyd Watterson Asset Management's ARDC Position: Q2 2026 in Review

Boyd Watterson Asset Management held its Are Dynamic Credit Allocation Fund (ARDC) position steady in Q2 2026 at 275 shares worth $3.47K. The position accounts for ﹤0.01% of the portfolio, ranked #333.

Boyd Watterson Asset Management first reported a position in ARDC in Q2 2024 and has held it in 9 quarters since. The position peaked at $4.2K in Q3 2024. 63 funds tracked by Wall St. Rank hold ARDC as of Q2 2026.

Boyd Watterson Asset Management held 275 shares of Are Dynamic Credit Allocation Fund worth $3.47K as of Q2 2026.
Boyd Watterson Asset Management left its Are Dynamic Credit Allocation Fund share count unchanged in Q2 2026.
Are Dynamic Credit Allocation Fund made up ﹤0.01% of Boyd Watterson Asset Management's portfolio in Q2 2026, its #333 holding.
Boyd Watterson Asset Management first reported a position in Are Dynamic Credit Allocation Fund in Q2 2024 and has held it in 9 quarters since.
Boyd Watterson Asset Management's Are Dynamic Credit Allocation Fund position peaked at $4.2K in Q3 2024.
63 funds tracked by Wall St. Rank held Are Dynamic Credit Allocation Fund as of Q2 2026.

Based on Boyd Watterson Asset Management's 13F filing for Q2 2026, filed 7 Aug 2026.