Key Capital Management’s Are Dynamic Credit Allocation Fund ARDC Stock Holding History

Key Capital Management’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	$12.1K	Buy	+960	New	+$12.1K	0.01%	315

Other funds holding ARDC

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

United Advisor Group Cincinnati, Ohio $948M AUM 25.89% 1-Year Est. Return

Janney Montgomery Scott

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Huntleigh Advisors St. Louis, Missouri $714M AUM 62.24% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

Nations Financial Group Cedar Rapids, Iowa $2.09B AUM 34.27% 1-Year Est. Return

Key Capital Management's ARDC Position: Q2 2026 in Review

Key Capital Management opened a new position in Are Dynamic Credit Allocation Fund (ARDC) in Q2 2026: 960 shares worth $12.1K. The stake represents 0.01% of the portfolio and ranks #315 among its holdings.

28 funds tracked by Wall St. Rank hold ARDC as of Q2 2026.

Key Capital Management held 960 shares of Are Dynamic Credit Allocation Fund worth $12.1K as of Q2 2026.
Are Dynamic Credit Allocation Fund was a new Key Capital Management position in Q2 2026.
Are Dynamic Credit Allocation Fund made up 0.01% of Key Capital Management's portfolio in Q2 2026, its #315 holding.
28 funds tracked by Wall St. Rank held Are Dynamic Credit Allocation Fund as of Q2 2026.

Based on Key Capital Management's 13F filing for Q2 2026, filed 28 Jul 2026.