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PIMCO Dynamic Income Strategy Fund
PDX

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
OneDigital Investment Advisors
51
OneDigital Investment Advisors
Kansas
USD 356 k +USD 371 k +14,500 Nuevas
CL
52
CSS LLC
Illinois
USD 344 k +USD 358 k +14,000 Nuevas
Regal Investment Advisors
53
Regal Investment Advisors
Michigan
USD 333 k – – –
TLA
54
Tanglewood Legacy Advisors
Texas
USD 330 k +USD 344 k +13,449 Nuevas
Oppenheimer & Co
55
Oppenheimer & Co
New York
USD 292 k – – –
Baird Financial Group
56
Baird Financial Group
Wisconsin
USD 289 k +USD 72.9 k +2,851 +32%
Hilltop Holdings
57
Hilltop Holdings
Texas
USD 272 k – – –
Spire Wealth Management
58
Spire Wealth Management
Virginia
USD 251 k +USD 2.43 k +95 +0.9%
MAI Capital Management
59
MAI Capital Management
Ohio
USD 245 k – – –
Allworth Financial
60
Allworth Financial
California
USD 225 k – – –
EW
61
Evoke Wealth
California
USD 222 k +USD 5.45 k +213 +2%
TC
62
TownSquare Capital
Utah
USD 221 k – – –
WSWA
63
Warren Street Wealth Advisors
California
USD 221 k – – –
IFG Advisory
64
IFG Advisory
Georgia
USD 210 k – – –
Cerity Partners
65
Cerity Partners
New York
USD 210 k +USD 219 k +8,549 Nuevas
Cynosure Group
66
Cynosure Group
Utah
USD 202 k +USD 5.6 k +219 +3%
&Partners
67
&Partners
Tennessee
USD 201 k +USD 213 k +8,335 Nuevas
Steward Partners Investment Advisory
68
Steward Partners Investment Advisory
New York
USD 168 k -USD 7.68 k -300 -4%
Ancora Advisors
69
Ancora Advisors
Ohio
USD 123 k – – –
US Bancorp
70
US Bancorp
Minnesota
USD 105 k +USD 96.8 k +3,783 +757%
FP
71
Financial Perspectives
Minnesota
USD 79.5 k – – –
Vestor Capital
72
Vestor Capital
Illinois
USD 61 k – – –
Blue Bell Private Wealth Management
73
Blue Bell Private Wealth Management
Pennsylvania
USD 60.3 k +USD 62.9 k +2,459 Nuevas
NewEdge Advisors
74
NewEdge Advisors
Louisiana
USD 41.2 k -USD 11.6 k -452 -21%
Continuum Advisory
75
Continuum Advisory
Idaho
USD 32.6 k +USD 8.39 k +328 +33%
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