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 Q2	$32.2K	Hold	2,552	–	–	﹤0.01%	2087
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 $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return

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 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

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

EverSource Wealth Advisors's ARDC Position: Q2 2026 in Review

EverSource Wealth Advisors held its Are Dynamic Credit Allocation Fund (ARDC) position steady in Q2 2026 at 2,552 shares worth $32.2K. The position accounts for ﹤0.01% of the portfolio, ranked #2087.

EverSource Wealth Advisors first reported a position in ARDC in Q3 2022 and has held it in 9 quarters since. The position peaked at $33.9K in Q4 2025. 63 funds tracked by Wall St. Rank hold ARDC as of Q2 2026.

EverSource Wealth Advisors held 2,552 shares of Are Dynamic Credit Allocation Fund worth $32.2K as of Q2 2026.
EverSource Wealth Advisors left its Are Dynamic Credit Allocation Fund share count unchanged in Q2 2026.
Are Dynamic Credit Allocation Fund made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2087 holding.
EverSource Wealth Advisors first reported a position in Are Dynamic Credit Allocation Fund in Q3 2022 and has held it in 9 quarters since.
EverSource Wealth Advisors's Are Dynamic Credit Allocation Fund position peaked at $33.9K in Q4 2025.
63 funds tracked by Wall St. Rank held Are Dynamic Credit Allocation Fund as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.