KWAG
ARDC

Kiely Wealth Advisory Group’s Are Dynamic Credit Allocation Fund ARDC Stock Holding History

Kiely Wealth Advisory Group’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
2024
Q4 		$8.43K Buy
543
+12
+2% +$182 0.01% 208
2024
Q3 		$7.94K Buy
531
+12
+2% +$182 0.01% 216
2024
Q2 		$7.59K Buy
+519
New +$7.44K ﹤0.01% 204

Other funds holding ARDC

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
UAG
United Advisor Group Cincinnati, Ohio $811M AUM 18.32% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Kiely Wealth Advisory Group's ARDC Position: Q4 2024 in Review

Kiely Wealth Advisory Group increased its Are Dynamic Credit Allocation Fund (ARDC) stake by 2.3% in Q4 2024, buying an estimated $182 and bringing the position to 543 shares worth $8.43K. The position accounts for 0.01% of the portfolio, ranked #208.

Kiely Wealth Advisory Group first reported a position in ARDC in Q2 2024 and has held it in 3 quarters since. 49 funds tracked by Wall St. Rank hold ARDC as of Q4 2024.

  • Kiely Wealth Advisory Group held 543 shares of Are Dynamic Credit Allocation Fund worth $8.43K as of Q4 2024.
  • Kiely Wealth Advisory Group bought 12 Are Dynamic Credit Allocation Fund shares in Q4 2024, an estimated $182.
  • Are Dynamic Credit Allocation Fund made up 0.01% of Kiely Wealth Advisory Group's portfolio in Q4 2024, its #208 holding.
  • Kiely Wealth Advisory Group first reported a position in Are Dynamic Credit Allocation Fund in Q2 2024 and has held it in 3 quarters since.
  • 49 funds tracked by Wall St. Rank held Are Dynamic Credit Allocation Fund as of Q4 2024.

Based on Kiely Wealth Advisory Group's 13F filing for Q4 2024, filed 12 Feb 2025.