EverSource Wealth Advisors’s Are Dynamic Credit Allocation Fund ARDC Stock Holding History

EverSource Wealth Advisors’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	$31K	Hold	2,552	–	–	﹤0.01%	2228
2025 Q4	$33.9K	Buy	2,552 +957	+60%	+$13K	﹤0.01%	2019
2025 Q3	$22.4K	Buy	1,595 +538	+51%	+$7.79K	﹤0.01%	2281
2025 Q2	$15K	Buy	+1,057	New	+$14.6K	﹤0.01%	2520
2023 Q3	–	Sell	-91	Closed	-$1.12K	–	2502
2023 Q2	$1.12K	Hold	91	–	–	﹤0.01%	2182
2023 Q1	$1.09K	Hold	91	–	–	﹤0.01%	2091
2022 Q4	$1.05K	Hold	91	–	–	﹤0.01%	2076
2022 Q3	$1K	Buy	+91	New	+$1.15K	﹤0.01%	1774

Other funds holding ARDC

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $1.93B AUM 18.43% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return

United Advisor Group Cincinnati, Ohio $811M AUM 18.32% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return