Farther Finance Advisors’s Are Dynamic Credit Allocation Fund ARDC Stock Holding History

Farther Finance 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	$1.78M	Buy	146,491 +40,996	+39%	+$530K	0.02%	705
2025 Q4	$1.4M	Sell	105,495 -1,732	-2%	-$23.5K	0.02%	731
2025 Q3	$1.51M	Sell	107,227 -29,963	-22%	-$434K	0.02%	554
2025 Q2	$1.95M	Buy	137,190 +12,556	+10%	+$173K	0.04%	374
2025 Q1	$1.75M	Buy	124,634 +5,730	+5%	+$85.1K	0.04%	333
2024 Q4	$1.8M	Sell	118,904 -1,356	-1%	-$20.6K	0.07%	233
2024 Q3	$1.84M	Buy	+120,260	New	+$1.82M	0.07%	218

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