Thurston Springer Miller Herd & Titak’s Are Dynamic Credit Allocation Fund ARDC Stock Holding History

Thurston Springer Miller Herd & Titak’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
2025 Q3	–	Sell	-642	Closed	-$9.13K	–	583
2025 Q2	$9.13K	Hold	642	–	–	﹤0.01%	1165
2025 Q1	$9.06K	Buy	+642	New	+$9.54K	﹤0.01%	1153
2024 Q2	–	Sell	-6,578	Closed	-$93.6K	–	1561
2024 Q1	$93.6K	Buy	+6,578	New	+$90.5K	0.04%	57

Other funds holding ARDC

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

FIA

Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return

UAG

United Advisor Group Cincinnati, Ohio $811M AUM 18.32% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

HWAM

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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Thurston Springer Miller Herd & Titak's ARDC Position: Q3 2025 in Review

Thurston Springer Miller Herd & Titak sold out of Are Dynamic Credit Allocation Fund (ARDC) in Q3 2025, closing a stake of 642 shares — an estimated $9.13K sold.

Thurston Springer Miller Herd & Titak first reported a position in ARDC in Q1 2024 and held it in 3 quarters. The position peaked at $93.6K in Q1 2024. 65 funds tracked by Wall St. Rank hold ARDC as of Q3 2025.

Thurston Springer Miller Herd & Titak reported no remaining Are Dynamic Credit Allocation Fund position as of Q3 2025 after selling out during the quarter.
Thurston Springer Miller Herd & Titak sold 642 Are Dynamic Credit Allocation Fund shares in Q3 2025, an estimated $9.13K.
Thurston Springer Miller Herd & Titak first reported a position in Are Dynamic Credit Allocation Fund in Q1 2024 and held it in 3 quarters.
Thurston Springer Miller Herd & Titak's Are Dynamic Credit Allocation Fund position peaked at $93.6K in Q1 2024.
65 funds tracked by Wall St. Rank held Are Dynamic Credit Allocation Fund as of Q3 2025.

Based on Thurston Springer Miller Herd & Titak's 13F filing for Q3 2025, filed 7 Oct 2025.