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

Huntleigh 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	$2.76M	Buy	227,058 +10,433	+5%	+$135K	0.47%	56
2025 Q4	$2.88M	Buy	216,625 +1,833	+0.9%	+$24.8K	0.49%	55
2025 Q3	$3.02M	Buy	214,792 +13,894	+7%	+$201K	0.52%	46
2025 Q2	$2.86M	Buy	200,898 +1,285	+0.6%	+$17.8K	0.55%	41
2025 Q1	$2.82M	Buy	199,613 +5,130	+3%	+$76.2K	0.66%	41
2024 Q4	$2.94M	Buy	+194,483	New	+$2.95M	0.63%	36

Other funds holding ARDC

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $1.93B AUM 18.43% 1-Year Est. Return

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

FIA

Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return

UAG

United Advisor Group Cincinnati, Ohio $811M AUM 18.32% 1-Year Est. Return

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

Huntleigh Advisors's ARDC Position: Q1 2026 in Review

Huntleigh Advisors increased its Are Dynamic Credit Allocation Fund (ARDC) stake by 4.8% in Q1 2026, buying an estimated $135K and bringing the position to 227,058 shares worth $2.76M. The position accounts for 0.47% of the portfolio, ranked #56.

Huntleigh Advisors first reported a position in ARDC in Q4 2024 and has held it in 6 quarters since. The position peaked at $3.02M in Q3 2025. 66 funds tracked by Wall St. Rank hold ARDC as of Q1 2026.

Huntleigh Advisors held 227,058 shares of Are Dynamic Credit Allocation Fund worth $2.76M as of Q1 2026.
Huntleigh Advisors bought 10,433 Are Dynamic Credit Allocation Fund shares in Q1 2026, an estimated $135K.
Are Dynamic Credit Allocation Fund made up 0.47% of Huntleigh Advisors's portfolio in Q1 2026, its #56 holding.
Huntleigh Advisors first reported a position in Are Dynamic Credit Allocation Fund in Q4 2024 and has held it in 6 quarters since.
Huntleigh Advisors's Are Dynamic Credit Allocation Fund position peaked at $3.02M in Q3 2025.
66 funds tracked by Wall St. Rank held Are Dynamic Credit Allocation Fund as of Q1 2026.

Based on Huntleigh Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.