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 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 $530B AUM 22.01% 1-Year Est. Return

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

Advisornet Financial Minnetonka, Minnesota $1.93B AUM 18.43% 1-Year Est. Return

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

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

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

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

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

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

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return