FFA
ARDC

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
Q2 		$1.99M Buy
157,252
+10,761
+7% +$135K 0.02% 751
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return
GC
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
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
NW
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

Farther Finance Advisors's ARDC Position: Q2 2026 in Review

Farther Finance Advisors increased its Are Dynamic Credit Allocation Fund (ARDC) stake by 7.3% in Q2 2026, buying an estimated $135K and bringing the position to 157,252 shares worth $1.99M. The position accounts for 0.02% of the portfolio, ranked #751.

Farther Finance Advisors first reported a position in ARDC in Q3 2024 and has held it in 8 quarters since. 63 funds tracked by Wall St. Rank hold ARDC as of Q2 2026.

  • Farther Finance Advisors held 157,252 shares of Are Dynamic Credit Allocation Fund worth $1.99M as of Q2 2026.
  • Farther Finance Advisors bought 10,761 Are Dynamic Credit Allocation Fund shares in Q2 2026, an estimated $135K.
  • Are Dynamic Credit Allocation Fund made up 0.02% of Farther Finance Advisors's portfolio in Q2 2026, its #751 holding.
  • Farther Finance Advisors first reported a position in Are Dynamic Credit Allocation Fund in Q3 2024 and has held it in 8 quarters since.
  • 63 funds tracked by Wall St. Rank held Are Dynamic Credit Allocation Fund as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.