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

Spire Wealth 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	$107K	Buy	8,500 +1,000	+13%	+$12.6K	﹤0.01%	956
2026 Q1	$91.2K	Buy	7,500 +1,000	+15%	+$12.9K	﹤0.01%	992
2025 Q4	$86.5K	Hold	6,500	–	–	﹤0.01%	1026
2025 Q3	$91.5K	Hold	6,500	–	–	﹤0.01%	1019
2025 Q2	$92.4K	Hold	6,500	–	–	﹤0.01%	1002
2025 Q1	$91.8K	Hold	6,500	–	–	﹤0.01%	1066
2024 Q4	$98.2K	Hold	6,500	–	–	﹤0.01%	1039
2024 Q3	$99.3K	Hold	6,500	–	–	﹤0.01%	913
2024 Q2	$96.8K	Hold	6,500	–	–	﹤0.01%	903
2024 Q1	$92.5K	Hold	6,500	–	–	﹤0.01%	1010
2023 Q4	$88.6K	Buy	6,500 +3,000	+86%	+$38.2K	﹤0.01%	1025
2023 Q3	$45.1K	Hold	3,500	–	–	﹤0.01%	1209
2023 Q2	$43.2K	Hold	3,500	–	–	﹤0.01%	1256
2023 Q1	$41.9K	Hold	3,500	–	–	﹤0.01%	1270
2022 Q4	$41K	Hold	3,500	–	–	﹤0.01%	1050
2022 Q3	$41K	Hold	3,500	–	–	﹤0.01%	1017
2022 Q2	$43K	Hold	3,500	–	–	﹤0.01%	1351
2022 Q1	$51K	Hold	3,500	–	–	﹤0.01%	1441
2021 Q4	$57K	Hold	3,500	–	–	﹤0.01%	1651
2021 Q3	$57K	Hold	3,500	–	–	﹤0.01%	1413
2021 Q2	$57K	Hold	3,500	–	–	﹤0.01%	1421
2021 Q1	$53K	Buy	+3,500	New	+$51.8K	﹤0.01%	1692

Other funds holding ARDC

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return

UAG

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

FIA

Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return

NewEdge Wealth Pittsburgh, Pennsylvania $10B AUM 30.45% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Spire Wealth Management's ARDC Position: Q2 2026 in Review

Spire Wealth Management increased its Are Dynamic Credit Allocation Fund (ARDC) stake by 13% in Q2 2026, buying an estimated $12.6K and bringing the position to 8,500 shares worth $107K. The position accounts for ﹤0.01% of the portfolio, ranked #956.

Spire Wealth Management first reported a position in ARDC in Q1 2021 and has held it in 22 quarters since. 63 funds tracked by Wall St. Rank hold ARDC as of Q2 2026.

Spire Wealth Management held 8,500 shares of Are Dynamic Credit Allocation Fund worth $107K as of Q2 2026.
Spire Wealth Management bought 1,000 Are Dynamic Credit Allocation Fund shares in Q2 2026, an estimated $12.6K.
Are Dynamic Credit Allocation Fund made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #956 holding.
Spire Wealth Management first reported a position in Are Dynamic Credit Allocation Fund in Q1 2021 and has held it in 22 quarters since.
63 funds tracked by Wall St. Rank held Are Dynamic Credit Allocation Fund as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.