AAP
PDX

Arax Advisory Partners’s PIMCO Dynamic Income Strategy Fund PDX Stock Holding History

Arax Advisory Partners’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
2025
Q2 		– Sell
-500
Closed -$12.3K – 3163
2025
Q1 		$12.3K Buy
+500
New +$12.8K ﹤0.01% 1497
2022
Q1 		– Sell
-450
Closed -$6K – 1192
2021
Q4 		$6K Buy
+450
New +$5.89K ﹤0.01% 743

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RCM
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TJHA
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Cohen & Steers
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PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
WJWM
Williams Jones Wealth Management New York $8.14B AUM 19.32% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Arax Advisory Partners's PDX Position: Q2 2025 in Review

Arax Advisory Partners sold out of PIMCO Dynamic Income Strategy Fund (PDX) in Q2 2025, closing a stake of 500 shares — an estimated $12.3K sold.

Arax Advisory Partners first reported a position in PDX in Q4 2021 and held it in 2 quarters. The position peaked at $12.3K in Q1 2025. 83 funds tracked by Wall St. Rank hold PDX as of Q2 2025.

  • Arax Advisory Partners reported no remaining PIMCO Dynamic Income Strategy Fund position as of Q2 2025 after selling out during the quarter.
  • Arax Advisory Partners sold 500 PIMCO Dynamic Income Strategy Fund shares in Q2 2025, an estimated $12.3K.
  • Arax Advisory Partners first reported a position in PIMCO Dynamic Income Strategy Fund in Q4 2021 and held it in 2 quarters.
  • Arax Advisory Partners's PIMCO Dynamic Income Strategy Fund position peaked at $12.3K in Q1 2025.
  • 83 funds tracked by Wall St. Rank held PIMCO Dynamic Income Strategy Fund as of Q2 2025.

Based on Arax Advisory Partners's 13F filing for Q2 2025, filed 12 Aug 2025.