Allied Private Wealth’s PIMCO Dynamic Income Strategy Fund PDX Stock Holding History

Allied Private Wealth’s Portfolio PDX Stock Details PDX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$13.3K	Buy	+623	New	+$13.2K	0.01%	474

Other funds holding PDX

SCM

Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

TJHA

Thomas J. Herzfeld Advisors Miami Beach, Florida $326M AUM 0.12% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

WJWM

Williams Jones Wealth Management New York $8.86B AUM 22.16% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Allied Private Wealth's PDX Position: Q2 2026 in Review

Allied Private Wealth opened a new position in PIMCO Dynamic Income Strategy Fund (PDX) in Q2 2026: 623 shares worth $13.3K. The stake represents 0.01% of the portfolio and ranks #474 among its holdings.

106 funds tracked by Wall St. Rank hold PDX as of Q2 2026.

Allied Private Wealth held 623 shares of PIMCO Dynamic Income Strategy Fund worth $13.3K as of Q2 2026.
PIMCO Dynamic Income Strategy Fund was a new Allied Private Wealth position in Q2 2026.
PIMCO Dynamic Income Strategy Fund made up 0.01% of Allied Private Wealth's portfolio in Q2 2026, its #474 holding.
106 funds tracked by Wall St. Rank held PIMCO Dynamic Income Strategy Fund as of Q2 2026.

Based on Allied Private Wealth's 13F filing for Q2 2026, filed 9 Jul 2026.