SWP
ARDC

Strategic Wealth Partners’s Are Dynamic Credit Allocation Fund ARDC Stock Holding History

Strategic Wealth Partners’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
Q1 		– Sell
-40,000
Closed -$532K – 1485
2025
Q4 		$532K Buy
+40,000
New +$542K 0.04% 197

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PCM
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FIA
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UAG
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Invesco
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SFS
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AAM
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Strategic Wealth Partners's ARDC Position: Q1 2026 in Review

Strategic Wealth Partners sold out of Are Dynamic Credit Allocation Fund (ARDC) in Q1 2026, closing a stake of 40,000 shares — an estimated $532K sold.

Strategic Wealth Partners first reported a position in ARDC in Q4 2025 and held it in 1 quarter. The position peaked at $532K in Q4 2025. 66 funds tracked by Wall St. Rank hold ARDC as of Q1 2026.

  • Strategic Wealth Partners reported no remaining Are Dynamic Credit Allocation Fund position as of Q1 2026 after selling out during the quarter.
  • Strategic Wealth Partners sold 40,000 Are Dynamic Credit Allocation Fund shares in Q1 2026, an estimated $532K.
  • Strategic Wealth Partners first reported a position in Are Dynamic Credit Allocation Fund in Q4 2025 and held it in 1 quarter.
  • Strategic Wealth Partners's Are Dynamic Credit Allocation Fund position peaked at $532K in Q4 2025.
  • 66 funds tracked by Wall St. Rank held Are Dynamic Credit Allocation Fund as of Q1 2026.

Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.