Cetera Investment Advisers
ARDC

Cetera Investment Advisers’s Are Dynamic Credit Allocation Fund ARDC Stock Holding History

Cetera Investment Advisers’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 		$292K Buy
23,113
+2,301
+11% +$28.9K ﹤0.01% 4173
2026
Q1 		$253K Sell
20,812
-4,848
-19% -$62.7K ﹤0.01% 4129
2025
Q4 		$341K Sell
25,660
-3,134
-11% -$42.5K ﹤0.01% 3784
2025
Q3 		$405K Buy
28,794
+10,935
+61% +$158K ﹤0.01% 3548
2025
Q2 		$254K Sell
17,859
-5,062
-22% -$69.9K ﹤0.01% 3533
2025
Q1 		$324K Buy
22,921
+6,188
+37% +$91.9K ﹤0.01% 3207
2024
Q4 		$253K Buy
16,733
+2,982
+22% +$45.3K ﹤0.01% 3247
2024
Q3 		$210K Sell
13,751
-43,812
-76% -$664K ﹤0.01% 3343
2024
Q2 		$857K Buy
57,563
+31,822
+124% +$456K ﹤0.01% 2194
2024
Q1 		$366K Buy
+25,741
New +$354K ﹤0.01% 2859

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

Cetera Investment Advisers's ARDC Position: Q2 2026 in Review

Cetera Investment Advisers increased its Are Dynamic Credit Allocation Fund (ARDC) stake by 11% in Q2 2026, buying an estimated $28.9K and bringing the position to 23,113 shares worth $292K. The position accounts for ﹤0.01% of the portfolio, ranked #4173.

Cetera Investment Advisers first reported a position in ARDC in Q1 2024 and has held it in 10 quarters since. The position peaked at $857K in Q2 2024. 63 funds tracked by Wall St. Rank hold ARDC as of Q2 2026.

  • Cetera Investment Advisers held 23,113 shares of Are Dynamic Credit Allocation Fund worth $292K as of Q2 2026.
  • Cetera Investment Advisers bought 2,301 Are Dynamic Credit Allocation Fund shares in Q2 2026, an estimated $28.9K.
  • Are Dynamic Credit Allocation Fund made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #4173 holding.
  • Cetera Investment Advisers first reported a position in Are Dynamic Credit Allocation Fund in Q1 2024 and has held it in 10 quarters since.
  • Cetera Investment Advisers's Are Dynamic Credit Allocation Fund position peaked at $857K in Q2 2024.
  • 63 funds tracked by Wall St. Rank held Are Dynamic Credit Allocation Fund as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.