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PIMCO Dynamic Income Strategy Fund
PDX

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Quantinno Capital Management
51
Quantinno Capital Management
New York
USD 484 k +USD 445 k +21,943 Nuevas
Wedbush Securities
52
Wedbush Securities
California
USD 479 k +USD 24.3 k +1,200 +6%
Arkadios Wealth Advisors
53
Arkadios Wealth Advisors
Georgia
USD 458 k +USD 178 k +8,775 +73%
Harbour Investments
54
Harbour Investments
Wisconsin
USD 438 k -USD 69.4 k -3,422 -15%
Aprio Wealth Management
55
Aprio Wealth Management
Georgia
USD 436 k -USD 177 k -8,747 -31%
Oppenheimer & Co
56
Oppenheimer & Co
New York
USD 408 k +USD 38.4 k +1,892 +11%
Cerity Partners
57
Cerity Partners
New York
USD 399 k +USD 366 k +18,049 Nuevas
Essex Financial Services
58
Essex Financial Services
Connecticut
USD 392 k – – –
Wealth Enhancement Advisory Services
59
Wealth Enhancement Advisory Services
Minnesota
USD 385 k -USD 92.4 k -4,558 -20%
IMT
60
Investment Management Trust
Massachusetts
USD 369 k +USD 339 k +16,740 Nuevas
Fifth Third Bancorp
61
Fifth Third Bancorp
Ohio
USD 360 k +USD 331 k +16,301 Nuevas
Janney Montgomery Scott
62
Janney Montgomery Scott
Pennsylvania
USD 359 k -USD 1.42 k -70 -0.4%
ICM
63
Islay Capital Management
Texas
USD 354 k +USD 3.08 k +152 +1%
CWM
64
Cornerstone Wealth Management
Missouri
USD 340 k -USD 11.4 k -563 -4%
Savvy Advisors Inc
65
Savvy Advisors Inc
New York
USD 333 k – – –
AHL
66
Abel Hall LLC
Louisiana
USD 331 k +USD 304 k +15,000 Nuevas
Commonwealth Equity Services
67
Commonwealth Equity Services
Massachusetts
USD 310 k +USD 30.8 k +1,520 +12%
FWP
68
Flatrock Wealth Partners
California
USD 301 k +USD 1.72 k +85 +0.6%
CCM
69
CFO Capital Management
Connecticut
USD 301 k -USD 588 k -28,991 -68%
Creative Planning
70
Creative Planning
Kansas
USD 274 k +USD 252 k +12,443 Nuevas
Regal Investment Advisors
71
Regal Investment Advisors
Michigan
USD 269 k -USD 13.8 k -683 -5%
Brown Advisory
72
Brown Advisory
Maryland
USD 265 k +USD 244 k +12,022 Nuevas
Allworth Financial
73
Allworth Financial
California
USD 232 k – – –
Spirepoint Private Client
74
Spirepoint Private Client
Florida
USD 228 k – – –
AWA
75
Adapt Wealth Advisors
Georgia
USD 226 k -USD 4.06 k -200 -2%
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