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Ares Dynamic Cr Allocation shares owned by Capital Investment Advisors

Quarter-by-quarter ownership of Ares Dynamic Cr Allocation (ARDC) shares owned by Capital Investment Advisors from 13F filings

Historical chart of Capital Investment Advisors investment in Ares Dynamic Cr Allocation

Tip: Access up to 7 years of quarterly data

All positions including Ares Dynamic Cr Allocation held by Capital Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ares Dynamic Cr Allocation by Capital Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $3.5M 248k 14.23
2023-12-31 $3.6M 260k 13.75
2023-09-30 $3.3M 257k 12.90
2023-06-30 $3.1M 249k 12.33
2023-03-31 $2.7M 229k 11.97
2022-12-31 $2.5M 217k 11.59
2022-09-30 $2.5M 210k 11.75
2022-06-30 $2.3M 190k 12.20
2022-03-31 $2.6M 183k 14.44
2021-12-31 $3.0M 186k 16.33
2021-09-30 $3.0M 186k 16.19
2021-06-30 $3.0M 188k 16.17
2021-03-31 $2.8M 189k 15.03
2020-12-31 $2.6M 183k 14.29
2020-09-30 $2.3M 178k 12.68
2020-06-30 $2.1M 178k 11.93
2020-03-31 $2.0M 182k 10.79
2019-12-31 $2.6M 170k 15.35
2019-09-30 $2.4M 162k 14.90
2019-06-30 $2.2M 144k 15.13
2019-03-31 $2.1M 139k 14.84
2018-12-31 $1.8M 133k 13.80
2018-09-30 $2.1M 135k 15.53
2018-06-30 $2.1M 130k 16.09
2018-03-31 $2.1M 131k 16.24
2017-12-31 $2.2M 132k 16.42
2017-09-30 $2.2M 133k 16.40
2017-06-30 $164k 10k 16.40
2017-03-31 $160k 10k 16.00
2016-12-31 $151k 10k 15.10
2016-09-30 $149k 10k 14.90
2016-06-30 $138k 10k 13.80
2016-03-31 $134k 10k 13.40
2015-12-31 $134k 10k 13.40

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Ishares Tr Core Div Grwth (DGRO)
Ishares Tr Msci Intl Qualty (IQLT)
Proshares Tr Russ 2000 Divd (SMDV)
First Tr Exchange-traded No Amer Energy (EMLP)
Home Depot (HD)
Vaneck Etf Trust Fallen Angel Hg (ANGL)
Select Sector Spdr Tr Financial (XLF)
Microsoft Corporation (MSFT)
Spdr Ser Tr S&p Divid Etf (SDY)
Apple (AAPL)
Johnson & Johnson (JNJ)
Select Sector Spdr Tr Technology (XLK)
Ishares Tr Ibds Dec28 Etf (IBDT)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr Ibonds 25 Trm Ts (IBTF)

View all positions for Capital Investment Advisors

Top funds holding Ares Dynamic Cr Allocation

Wells Fargo & Company
Stifel Financial
Hennion & Walsh Asset Management
Advisors Asset Management
Foundations Investment Advisors
Capital Investment Advisors
Guggenheim Capital, LLC Managers
Bank of America Corporation
UBS Group
Raymond James & Associates
Advisor Group Holdings
Curated Wealth Partners
NewEdge Wealth
Nations Financial Group
Virtus ETF Advisers

View all funds holding Ares Dynamic Cr Allocation