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 Q3	$2.88K	Hold	250	–	–	﹤0.01%	1089
2026 Q2	$3.16K	Hold	250	–	–	﹤0.01%	1002
2026 Q1	$3.04K	Hold	250	–	–	﹤0.01%	893
2025 Q4	$3.32K	Hold	250	–	–	﹤0.01%	685
2025 Q3	$3.52K	Buy	+250	New	+$3.62K	﹤0.01%	685

Other funds holding ARDC

Advisornet Financial Minnetonka, Minnesota $2.21B AUM 14.38% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Curated Wealth Partners El Segundo, California $1.22B AUM 0.27% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

NWF Advisory Services Los Angeles, California $1.07B AUM 35.62% 1-Year Est. Return

EGA

E&G Advisors Houston, Texas $519M AUM 22.41% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Highline Wealth Partners's ARDC Position: Q3 2026 in Review

Highline Wealth Partners held its Are Dynamic Credit Allocation Fund (ARDC) position steady in Q3 2026 at 250 shares worth $2.88K. The position accounts for ﹤0.01% of the portfolio, ranked #1089.

Highline Wealth Partners first reported a position in ARDC in Q3 2025 and has held it in 5 quarters since. The position peaked at $3.52K in Q3 2025. 14 funds tracked by Wall St. Rank hold ARDC as of Q3 2026.

Highline Wealth Partners held 250 shares of Are Dynamic Credit Allocation Fund worth $2.88K as of Q3 2026.
Highline Wealth Partners left its Are Dynamic Credit Allocation Fund share count unchanged in Q3 2026.
Are Dynamic Credit Allocation Fund made up ﹤0.01% of Highline Wealth Partners's portfolio in Q3 2026, its #1089 holding.
Highline Wealth Partners first reported a position in Are Dynamic Credit Allocation Fund in Q3 2025 and has held it in 5 quarters since.
Highline Wealth Partners's Are Dynamic Credit Allocation Fund position peaked at $3.52K in Q3 2025.
14 funds tracked by Wall St. Rank held Are Dynamic Credit Allocation Fund as of Q3 2026.

Based on Highline Wealth Partners's 13F filing for Q3 2026, filed 19 Oct 2026.