ACM
PDX

Altium Capital Management’s PIMCO Dynamic Income Strategy Fund PDX Stock Holding History

Altium Capital Management’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
Q1 		$3.48M Buy
157,700
+6,693
+4% +$136K 8.28% 1
2025
Q4 		$2.84M Buy
+151,007
New +$3.31M 11.21% 3

Other funds holding PDX

SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WJWM
Williams Jones Wealth Management New York $8.14B AUM 19.32% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return

Altium Capital Management's PDX Position: Q1 2026 in Review

Altium Capital Management increased its PIMCO Dynamic Income Strategy Fund (PDX) stake by 4.4% in Q1 2026, buying an estimated $136K and bringing the position to 157,700 shares worth $3.48M. The position accounts for 8.28% of the portfolio, ranked #1.

Altium Capital Management first reported a position in PDX in Q4 2025 and has held it in 2 quarters since. 101 funds tracked by Wall St. Rank hold PDX as of Q1 2026.

  • Altium Capital Management held 157,700 shares of PIMCO Dynamic Income Strategy Fund worth $3.48M as of Q1 2026.
  • Altium Capital Management bought 6,693 PIMCO Dynamic Income Strategy Fund shares in Q1 2026, an estimated $136K.
  • PIMCO Dynamic Income Strategy Fund made up 8.28% of Altium Capital Management's portfolio in Q1 2026, its #1 holding.
  • Altium Capital Management first reported a position in PIMCO Dynamic Income Strategy Fund in Q4 2025 and has held it in 2 quarters since.
  • 101 funds tracked by Wall St. Rank held PIMCO Dynamic Income Strategy Fund as of Q1 2026.

Based on Altium Capital Management's 13F filing for Q1 2026, filed 1 May 2026.