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Ares Dynamic Cr Allocation shares owned by Action Point Financial Planning

Quarter-by-quarter ownership of Ares Dynamic Cr Allocation (ARDC) shares owned by Action Point Financial Planning from 13F filings

Historical chart of Action Point Financial Planning investment in Ares Dynamic Cr Allocation

Tip: Access up to 7 years of quarterly data

All positions including Ares Dynamic Cr Allocation held by Action Point Financial Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ares Dynamic Cr Allocation by Action Point Financial Planning

Quarter filed Position value Share count Share price at filing
2026-06-30 $694 55 12.62

More positions owned by Action Point Financial Planning

Spdr Series Trust St Str P500etf (SPYM)
Alphabet Cap Stk Cl C (GOOG)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Dimensional Etf Trust Us Small Cap Etf (DFSV)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Pimco Etf Tr Multisector Bd (PYLD)
Schwab Strategic Tr Us Dividend Eq (SCHD)
American Centy Etf Tr Avantis Emgmkt (AVEM)
American Centy Etf Tr Us Eqt Etf (AVUS)
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)
Dimensional Etf Trust Us High Prof Etf (DUHP)
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for Action Point Financial Planning

Top funds holding Ares Dynamic Cr Allocation

Wells Fargo & Company
AdvisorNet Financial
Morgan Stanley
Guggenheim Capital, LLC Managers
Penserra Capital Management
United Advisor Group
Invesco
Foundations Investment Advisors
NewEdge Wealth
Advisors Asset Management
Janney Montgomery Scott
Hennion & Walsh Asset Management
Capital Investment Advisors
Envestnet Asset Management
Huntleigh Advisors

View all funds holding Ares Dynamic Cr Allocation