CWP
ARDC

Curated Wealth Partners’s Are Dynamic Credit Allocation Fund ARDC Stock Holding History

Curated Wealth Partners’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
2024
Q2 		– Sell
-85,639
Closed -$1.22M – 151
2024
Q1 		$1.22M Buy
+85,639
New +$1.18M 0.18% 36

Other funds holding ARDC

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return
HWP
Highline Wealth Partners Sherman Oaks, California $493M AUM 19.33% 1-Year Est. Return

Curated Wealth Partners's ARDC Position: Q2 2026 in Review

Curated Wealth Partners increased its Are Dynamic Credit Allocation Fund (ARDC) stake by 65% in Q2 2026, buying an estimated $724K and bringing the position to 145,707 shares worth $189K. The position accounts for 0.02% of the portfolio, ranked #522.

Curated Wealth Partners first reported a position in ARDC in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.4M in Q1 2022. 8 funds tracked by Wall St. Rank hold ARDC as of Q2 2026.

  • Curated Wealth Partners held 145,707 shares of Are Dynamic Credit Allocation Fund worth $189K as of Q2 2026.
  • Curated Wealth Partners bought 57,654 Are Dynamic Credit Allocation Fund shares in Q2 2026, an estimated $724K.
  • Are Dynamic Credit Allocation Fund made up 0.02% of Curated Wealth Partners's portfolio in Q2 2026, its #522 holding.
  • Curated Wealth Partners first reported a position in Are Dynamic Credit Allocation Fund in Q4 2020 and has held it in 22 quarters since.
  • Curated Wealth Partners's Are Dynamic Credit Allocation Fund position peaked at $1.4M in Q1 2022.
  • 8 funds tracked by Wall St. Rank held Are Dynamic Credit Allocation Fund as of Q2 2026.

Based on Curated Wealth Partners's 13F filing for Q2 2026, filed 13 Jul 2026.