VIA
ARDC

Virtus Investment Advisers’s Are Dynamic Credit Allocation Fund ARDC Stock Holding History

Virtus Investment Advisers’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 		$342K Sell
27,117
-7,218
-21% -$90.6K 0.08% 352
2026
Q1 		$418K Sell
34,335
-4,563
-12% -$59K 0.12% 240
2025
Q4 		$517K Sell
38,898
-11,649
-23% -$158K 0.14% 230
2025
Q3 		$711K Sell
50,547
-713
-1% -$10.3K 0.2% 167
2025
Q2 		$729K Sell
51,260
-7,313
-12% -$101K 0.25% 167
2025
Q1 		$827K Buy
+58,573
New +$870K 0.22% 184

Other funds holding ARDC

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return
GC
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
UAG
United Advisor Group Cincinnati, Ohio $948M AUM 25.89% 1-Year Est. Return
Invesco
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
NW
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

Virtus Investment Advisers's ARDC Position: Q2 2026 in Review

Virtus Investment Advisers reduced its Are Dynamic Credit Allocation Fund (ARDC) stake by 21% in Q2 2026, selling an estimated $90.6K and leaving 27,117 shares worth $342K. The position accounts for 0.08% of the portfolio, ranked #352.

Virtus Investment Advisers first reported a position in ARDC in Q1 2025 and has held it in 6 quarters since. The position peaked at $827K in Q1 2025. 63 funds tracked by Wall St. Rank hold ARDC as of Q2 2026.

  • Virtus Investment Advisers held 27,117 shares of Are Dynamic Credit Allocation Fund worth $342K as of Q2 2026.
  • Virtus Investment Advisers sold 7,218 Are Dynamic Credit Allocation Fund shares in Q2 2026, an estimated $90.6K.
  • Are Dynamic Credit Allocation Fund made up 0.08% of Virtus Investment Advisers's portfolio in Q2 2026, its #352 holding.
  • Virtus Investment Advisers first reported a position in Are Dynamic Credit Allocation Fund in Q1 2025 and has held it in 6 quarters since.
  • Virtus Investment Advisers's Are Dynamic Credit Allocation Fund position peaked at $827K in Q1 2025.
  • 63 funds tracked by Wall St. Rank held Are Dynamic Credit Allocation Fund as of Q2 2026.

Based on Virtus Investment Advisers's 13F filing for Q2 2026, filed 11 Aug 2026.