Focus Partners Wealth
ARDC

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

Focus Partners Wealth’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 		$164K Hold
13,000
– – ﹤0.01% 2547
2026
Q1 		$158K Buy
+13,000
New +$168K ﹤0.01% 2454

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

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

Focus Partners Wealth held its Are Dynamic Credit Allocation Fund (ARDC) position steady in Q2 2026 at 13,000 shares worth $164K. The position accounts for ﹤0.01% of the portfolio, ranked #2547.

Focus Partners Wealth first reported a position in ARDC in Q1 2026 and has held it in 2 quarters since. 63 funds tracked by Wall St. Rank hold ARDC as of Q2 2026.

  • Focus Partners Wealth held 13,000 shares of Are Dynamic Credit Allocation Fund worth $164K as of Q2 2026.
  • Focus Partners Wealth left its Are Dynamic Credit Allocation Fund share count unchanged in Q2 2026.
  • Are Dynamic Credit Allocation Fund made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #2547 holding.
  • Focus Partners Wealth first reported a position in Are Dynamic Credit Allocation Fund in Q1 2026 and has held it in 2 quarters since.
  • 63 funds tracked by Wall St. Rank held Are Dynamic Credit Allocation Fund as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.