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
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 $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $1.93B AUM 18.43% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 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
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Cetera Investment Advisers's ARDC Position: Q1 2026 in Review

Cetera Investment Advisers reduced its Are Dynamic Credit Allocation Fund (ARDC) stake by 19% in Q1 2026, selling an estimated $62.7K and leaving 20,812 shares worth $253K. The position accounts for ﹤0.01% of the portfolio, ranked #4129.

Cetera Investment Advisers first reported a position in ARDC in Q1 2024 and has held it in 9 quarters since. The position peaked at $857K in Q2 2024. 66 funds tracked by Wall St. Rank hold ARDC as of Q1 2026.

  • Cetera Investment Advisers held 20,812 shares of Are Dynamic Credit Allocation Fund worth $253K as of Q1 2026.
  • Cetera Investment Advisers sold 4,848 Are Dynamic Credit Allocation Fund shares in Q1 2026, an estimated $62.7K.
  • Are Dynamic Credit Allocation Fund made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q1 2026, its #4129 holding.
  • Cetera Investment Advisers first reported a position in Are Dynamic Credit Allocation Fund in Q1 2024 and has held it in 9 quarters since.
  • Cetera Investment Advisers's Are Dynamic Credit Allocation Fund position peaked at $857K in Q2 2024.
  • 66 funds tracked by Wall St. Rank held Are Dynamic Credit Allocation Fund as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.