HWP
ARDC

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

Highline Wealth Partners’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 		$3.16K Hold
250
– – ﹤0.01% 1002
2026
Q1 		$3.04K Hold
250
– – ﹤0.01% 893
2025
Q4 		$3.33K Hold
250
– – ﹤0.01% 685
2025
Q3 		$3.52K Buy
+250
New +$3.62K ﹤0.01% 685

Other funds holding ARDC

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
CWP
Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return