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 Q3	$2.58M	Hold	224,560	–	–	﹤0.01%	1334
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

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

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

UAG

United Advisor Group Cincinnati, Ohio $1.05B AUM 20.46% 1-Year Est. Return

Foundations Investment Advisors Phoenix, Arizona $10.1B AUM 19.55% 1-Year Est. Return

Advisors Asset Management Monument, Colorado $6.34B AUM 22.84% 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

Huntleigh Advisors St. Louis, Missouri $715M AUM 45.09% 1-Year Est. Return

Janney Montgomery Scott's ARDC Position: Q3 2026 in Review

Janney Montgomery Scott held its Are Dynamic Credit Allocation Fund (ARDC) position steady in Q3 2026 at 224,560 shares worth $2.58M. The position accounts for ﹤0.01% of the portfolio, ranked #1334.

Janney Montgomery Scott first reported a position in ARDC in Q3 2021 and has held it in 14 quarters since. The position peaked at $3.3M in Q3 2025. 46 funds tracked by Wall St. Rank hold ARDC as of Q3 2026.

Janney Montgomery Scott held 224,560 shares of Are Dynamic Credit Allocation Fund worth $2.58M as of Q3 2026.
Janney Montgomery Scott left its Are Dynamic Credit Allocation Fund share count unchanged in Q3 2026.
Are Dynamic Credit Allocation Fund made up ﹤0.01% of Janney Montgomery Scott's portfolio in Q3 2026, its #1334 holding.
Janney Montgomery Scott first reported a position in Are Dynamic Credit Allocation Fund in Q3 2021 and has held it in 14 quarters since.
Janney Montgomery Scott's Are Dynamic Credit Allocation Fund position peaked at $3.3M in Q3 2025.
46 funds tracked by Wall St. Rank held Are Dynamic Credit Allocation Fund as of Q3 2026.

Based on Janney Montgomery Scott's 13F filing for Q3 2026, filed 12 Nov 2026.