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Noble Wealth Management PBC’s Are Dynamic Credit Allocation Fund ARDC Stock Holding History

Noble Wealth Management PBC’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 		$11.6K Buy
1,008
+14
+1% +$173 0.01% 458
2026
Q2 		$12.6K Buy
994
+13
+1% +$163 0.01% 450
2026
Q1 		$11.9K Buy
981
+481
+96% +$6.22K 0.01% 441
2025
Q4 		$6.65K Buy
+500
New +$6.78K ﹤0.01% 499

Other funds holding ARDC

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Horizon Investments
Horizon Investments Charlotte, North Carolina $11.6B AUM 26.87% 1-Year Est. Return
Advisornet Financial
Advisornet Financial Minnetonka, Minnesota $2.21B AUM 14.38% 1-Year Est. Return
Invesco
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
Foundations Investment Advisors Phoenix, Arizona $10.1B AUM 19.55% 1-Year Est. Return
Advisors Asset Management
Advisors Asset Management Monument, Colorado $6.34B AUM 22.84% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $52.3B AUM 19.7% 1-Year Est. Return
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Noble Wealth Management PBC's ARDC Position: Q3 2026 in Review

Noble Wealth Management PBC increased its Are Dynamic Credit Allocation Fund (ARDC) stake by 1.4% in Q3 2026, buying an estimated $173 and bringing the position to 1,008 shares worth $11.6K. The position accounts for 0.01% of the portfolio, ranked #458.

Noble Wealth Management PBC first reported a position in ARDC in Q4 2025 and has held it in 4 quarters since. The position peaked at $12.6K in Q2 2026. 54 funds tracked by Wall St. Rank hold ARDC as of Q3 2026.

  • Noble Wealth Management PBC held 1,008 shares of Are Dynamic Credit Allocation Fund worth $11.6K as of Q3 2026.
  • Noble Wealth Management PBC bought 14 Are Dynamic Credit Allocation Fund shares in Q3 2026, an estimated $173.
  • Are Dynamic Credit Allocation Fund made up 0.01% of Noble Wealth Management PBC's portfolio in Q3 2026, its #458 holding.
  • Noble Wealth Management PBC first reported a position in Are Dynamic Credit Allocation Fund in Q4 2025 and has held it in 4 quarters since.
  • Noble Wealth Management PBC's Are Dynamic Credit Allocation Fund position peaked at $12.6K in Q2 2026.
  • 54 funds tracked by Wall St. Rank held Are Dynamic Credit Allocation Fund as of Q3 2026.

Based on Noble Wealth Management PBC's 13F filing for Q3 2026, filed 1 Oct 2026.