CWM
ARDC

Cedar Wealth Management’s Are Dynamic Credit Allocation Fund ARDC Stock Holding History

Cedar Wealth 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
Q1 		– Sell
-4,026
Closed -$53.5K – 109
2025
Q4 		$53.5K Sell
4,026
-16,901
-81% -$229K 0.02% 120
2025
Q3 		$294K Buy
20,927
+761
+4% +$11K 0.09% 68
2025
Q2 		$287K Sell
20,166
-4,961
-20% -$68.5K 0.1% 62
2025
Q1 		$355K Buy
+25,127
New +$373K 0.13% 59

Other funds holding ARDC

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return
GC
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
FIA
Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return
UAG
United Advisor Group Cincinnati, Ohio $948M AUM 25.89% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Cedar Wealth Management's ARDC Position: Q1 2026 in Review

Cedar Wealth Management sold out of Are Dynamic Credit Allocation Fund (ARDC) in Q1 2026, closing a stake of 4,026 shares — an estimated $53.5K sold.

Cedar Wealth Management first reported a position in ARDC in Q1 2025 and held it in 4 quarters. The position peaked at $355K in Q1 2025. 66 funds tracked by Wall St. Rank hold ARDC as of Q1 2026.

  • Cedar Wealth Management reported no remaining Are Dynamic Credit Allocation Fund position as of Q1 2026 after selling out during the quarter.
  • Cedar Wealth Management sold 4,026 Are Dynamic Credit Allocation Fund shares in Q1 2026, an estimated $53.5K.
  • Cedar Wealth Management first reported a position in Are Dynamic Credit Allocation Fund in Q1 2025 and held it in 4 quarters.
  • Cedar Wealth Management's Are Dynamic Credit Allocation Fund position peaked at $355K in Q1 2025.
  • 66 funds tracked by Wall St. Rank held Are Dynamic Credit Allocation Fund as of Q1 2026.

Based on Cedar Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.