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 Q2	$2.21M	Sell	175,097 -51,961	-23%	-$653K	0.31%	80
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	0.47%	50
2024 Q4	$2.94M	Buy	+194,483	New	+$2.95M	0.63%	36

Other funds holding ARDC

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return

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 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

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

Huntleigh Advisors's ARDC Position: Q2 2026 in Review

Huntleigh Advisors reduced its Are Dynamic Credit Allocation Fund (ARDC) stake by 23% in Q2 2026, selling an estimated $653K and leaving 175,097 shares worth $2.21M. The position accounts for 0.31% of the portfolio, ranked #80.

Huntleigh Advisors first reported a position in ARDC in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.02M in Q3 2025. 63 funds tracked by Wall St. Rank hold ARDC as of Q2 2026.

Huntleigh Advisors held 175,097 shares of Are Dynamic Credit Allocation Fund worth $2.21M as of Q2 2026.
Huntleigh Advisors sold 51,961 Are Dynamic Credit Allocation Fund shares in Q2 2026, an estimated $653K.
Are Dynamic Credit Allocation Fund made up 0.31% of Huntleigh Advisors's portfolio in Q2 2026, its #80 holding.
Huntleigh Advisors first reported a position in Are Dynamic Credit Allocation Fund in Q4 2024 and has held it in 7 quarters since.
Huntleigh Advisors's Are Dynamic Credit Allocation Fund position peaked at $3.02M in Q3 2025.
63 funds tracked by Wall St. Rank held Are Dynamic Credit Allocation Fund as of Q2 2026.

Based on Huntleigh Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.