United Advisor Group’s Are Dynamic Credit Allocation Fund ARDC Stock Holding History

United Advisor Group’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	$4.47M	Sell	354,015 -4,842	-1%	-$60.8K	0.47%	51
2026 Q1	$4.36M	Buy	358,857 +8,860	+3%	+$115K	0.54%	46
2025 Q4	$4.65M	Sell	349,997 -1,858	-0.5%	-$25.2K	0.58%	36
2025 Q3	$4.95M	Buy	351,855 +15,576	+5%	+$226K	0.67%	31
2025 Q2	$4.78M	Buy	336,279 +5,435	+2%	+$75.1K	0.83%	26
2025 Q1	$4.67M	Buy	330,844 +9,361	+3%	+$139K	0.96%	24
2024 Q4	$4.86M	Buy	321,483 +11,384	+4%	+$173K	0.96%	24
2024 Q3	$4.74M	Buy	310,099 +2,665	+0.9%	+$40.4K	1.07%	20
2024 Q2	$4.58M	Buy	307,434 +20,776	+7%	+$298K	1.42%	17
2024 Q1	$4.08M	Buy	+286,658	New	+$3.95M	1.53%	15

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

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

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

United Advisor Group's ARDC Position: Q2 2026 in Review

United Advisor Group reduced its Are Dynamic Credit Allocation Fund (ARDC) stake by 1.3% in Q2 2026, selling an estimated $60.8K and leaving 354,015 shares worth $4.47M. The position accounts for 0.47% of the portfolio, ranked #51.

United Advisor Group first reported a position in ARDC in Q1 2024 and has held it in 10 quarters since. The position peaked at $4.95M in Q3 2025. 63 funds tracked by Wall St. Rank hold ARDC as of Q2 2026.

United Advisor Group held 354,015 shares of Are Dynamic Credit Allocation Fund worth $4.47M as of Q2 2026.
United Advisor Group sold 4,842 Are Dynamic Credit Allocation Fund shares in Q2 2026, an estimated $60.8K.
Are Dynamic Credit Allocation Fund made up 0.47% of United Advisor Group's portfolio in Q2 2026, its #51 holding.
United Advisor Group first reported a position in Are Dynamic Credit Allocation Fund in Q1 2024 and has held it in 10 quarters since.
United Advisor Group's Are Dynamic Credit Allocation Fund position peaked at $4.95M in Q3 2025.
63 funds tracked by Wall St. Rank held Are Dynamic Credit Allocation Fund as of Q2 2026.

Based on United Advisor Group's 13F filing for Q2 2026, filed 29 Jul 2026.