Janney Montgomery Scott
ARDC icon

Janney Montgomery Scott’s Are Dynamic Credit Allocation Fund ARDC Stock Holding History

Janney Montgomery Scott’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 		$2.84M Buy
224,560
+770
+0.3% +$9.7K 0.01% 1283
2026
Q1 		$2.72M Sell
223,790
-8,440
-4% -$109K 0.01% 1133
2025
Q4 		$3.09M Sell
232,230
-2,271
-1% -$30.8K 0.01% 1132
2025
Q3 		$3.3M Buy
234,501
+208,715
+809% +$3.02M 0.01% 1076
2025
Q2 		$367K Buy
25,786
+3,019
+13% +$41.7K ﹤0.01% 2217
2025
Q1 		$321K Buy
22,767
+1,400
+7% +$20.8K ﹤0.01% 2263
2024
Q4 		$323K Buy
21,367
+10,589
+98% +$161K ﹤0.01% 2262
2024
Q3 		$165K Buy
+10,778
New +$163K ﹤0.01% 2538
2022
Q4 		– Sell
-12,525
Closed -$147K – 2562
2022
Q3 		$147K Buy
12,525
+673
+6% +$8.52K ﹤0.01% 2351
2022
Q2 		$145K Buy
11,852
+31
+0.3% +$415 ﹤0.01% 2199
2022
Q1 		$171K Buy
11,821
+811
+7% +$12.2K ﹤0.01% 2127
2021
Q4 		$180K Hold
11,010
– – ﹤0.01% 2254
2021
Q3 		$178K Buy
+11,010
New +$179K ﹤0.01% 2181

Other funds holding ARDC

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Advisornet Financial
Advisornet Financial Minnetonka, Minnesota $2.21B AUM 14.38% 1-Year Est. Return
Guggenheim Capital
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Penserra Capital Management
Penserra Capital Management Orinda, California $13B AUM 71.83% 1-Year Est. Return
UAG
United Advisor Group Cincinnati, Ohio $1.05B AUM 20.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Foundations Investment Advisors
Foundations Investment Advisors Phoenix, Arizona $10.1B AUM 19.55% 1-Year Est. Return
NewEdge Wealth
NewEdge Wealth Pittsburgh, Pennsylvania $10B AUM 30.45% 1-Year Est. Return
Advisors Asset Management
Advisors Asset Management Monument, Colorado $6.34B AUM 22.84% 1-Year Est. Return

Janney Montgomery Scott's ARDC Position: Q2 2026 in Review

Janney Montgomery Scott increased its Are Dynamic Credit Allocation Fund (ARDC) stake by 0.34% in Q2 2026, buying an estimated $9.7K and bringing the position to 224,560 shares worth $2.84M. The position accounts for 0.01% of the portfolio, ranked #1283.

Janney Montgomery Scott first reported a position in ARDC in Q3 2021 and has held it in 13 quarters since. The position peaked at $3.3M in Q3 2025. 63 funds tracked by Wall St. Rank hold ARDC as of Q2 2026.

  • Janney Montgomery Scott held 224,560 shares of Are Dynamic Credit Allocation Fund worth $2.84M as of Q2 2026.
  • Janney Montgomery Scott bought 770 Are Dynamic Credit Allocation Fund shares in Q2 2026, an estimated $9.7K.
  • Are Dynamic Credit Allocation Fund made up 0.01% of Janney Montgomery Scott's portfolio in Q2 2026, its #1283 holding.
  • Janney Montgomery Scott first reported a position in Are Dynamic Credit Allocation Fund in Q3 2021 and has held it in 13 quarters since.
  • Janney Montgomery Scott's Are Dynamic Credit Allocation Fund position peaked at $3.3M in Q3 2025.
  • 63 funds tracked by Wall St. Rank held Are Dynamic Credit Allocation Fund as of Q2 2026.

Based on Janney Montgomery Scott's 13F filing for Q2 2026, filed 5 Aug 2026.