TWP
ARDC

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

Tyche 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
2025
Q1 		– Sell
-23,109
Closed -$349K – 301
2024
Q4 		$349K Hold
23,109
– – 0.07% 196
2024
Q3 		$353K Hold
23,109
– – 0.08% 172
2024
Q2 		$344K Buy
+23,109
New +$331K 0.08% 174

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $948M AUM 25.89% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

Tyche Wealth Partners's ARDC Position: Q1 2025 in Review

Tyche Wealth Partners sold out of Are Dynamic Credit Allocation Fund (ARDC) in Q1 2025, closing a stake of 23,109 shares — an estimated $349K sold.

Tyche Wealth Partners first reported a position in ARDC in Q2 2024 and held it in 3 quarters. The position peaked at $353K in Q3 2024. 52 funds tracked by Wall St. Rank hold ARDC as of Q1 2025.

  • Tyche Wealth Partners reported no remaining Are Dynamic Credit Allocation Fund position as of Q1 2025 after selling out during the quarter.
  • Tyche Wealth Partners sold 23,109 Are Dynamic Credit Allocation Fund shares in Q1 2025, an estimated $349K.
  • Tyche Wealth Partners first reported a position in Are Dynamic Credit Allocation Fund in Q2 2024 and held it in 3 quarters.
  • Tyche Wealth Partners's Are Dynamic Credit Allocation Fund position peaked at $353K in Q3 2024.
  • 52 funds tracked by Wall St. Rank held Are Dynamic Credit Allocation Fund as of Q1 2025.

Based on Tyche Wealth Partners's 13F filing for Q1 2025, filed 23 Apr 2025.