FIA
ARDC

Foundations Investment Advisors’s Are Dynamic Credit Allocation Fund ARDC Stock Holding History

Foundations Investment 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 		$4.62M Sell
379,595
-49,839
-12% -$645K 0.06% 237
2025
Q4 		$5.71M Buy
429,434
+59,102
+16% +$801K 0.07% 207
2025
Q3 		$5.21M Buy
370,332
+17,734
+5% +$257K 0.08% 204
2025
Q2 		$5.01M Sell
352,598
-56,069
-14% -$775K 0.08% 200
2025
Q1 		$5.72M Buy
408,667
+14,142
+4% +$210K 0.11% 184
2024
Q4 		$5.96M Buy
394,525
+74,226
+23% +$1.13M 0.12% 161
2024
Q3 		$4.89M Buy
320,299
+32,100
+11% +$486K 0.1% 166
2024
Q2 		$4.29M Buy
288,199
+19,735
+7% +$283K 0.1% 156
2024
Q1 		$3.82M Buy
268,464
+8,257
+3% +$114K 0.1% 161
2023
Q4 		$3.49M Buy
260,207
+23,819
+10% +$304K 0.09% 163
2023
Q3 		$3.05M Buy
236,388
+29,693
+14% +$376K 0.09% 166
2023
Q2 		$2.55M Buy
+206,695
New +$2.48M 0.08% 161

Other funds holding ARDC

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
UAG
United Advisor Group Cincinnati, Ohio $811M AUM 18.32% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Foundations Investment Advisors's ARDC Position: Q1 2026 in Review

Foundations Investment Advisors reduced its Are Dynamic Credit Allocation Fund (ARDC) stake by 12% in Q1 2026, selling an estimated $645K and leaving 379,595 shares worth $4.62M. The position accounts for 0.06% of the portfolio, ranked #237.

Foundations Investment Advisors first reported a position in ARDC in Q2 2023 and has held it in 12 quarters since. The position peaked at $5.96M in Q4 2024. 66 funds tracked by Wall St. Rank hold ARDC as of Q1 2026.

  • Foundations Investment Advisors held 379,595 shares of Are Dynamic Credit Allocation Fund worth $4.62M as of Q1 2026.
  • Foundations Investment Advisors sold 49,839 Are Dynamic Credit Allocation Fund shares in Q1 2026, an estimated $645K.
  • Are Dynamic Credit Allocation Fund made up 0.06% of Foundations Investment Advisors's portfolio in Q1 2026, its #237 holding.
  • Foundations Investment Advisors first reported a position in Are Dynamic Credit Allocation Fund in Q2 2023 and has held it in 12 quarters since.
  • Foundations Investment Advisors's Are Dynamic Credit Allocation Fund position peaked at $5.96M in Q4 2024.
  • 66 funds tracked by Wall St. Rank held Are Dynamic Credit Allocation Fund as of Q1 2026.

Based on Foundations Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.