AWA
PDX

Arkadios Wealth Advisors’s PIMCO Dynamic Income Strategy Fund PDX Stock Holding History

Arkadios Wealth Advisors’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 		$458K Buy
20,775
+8,775
+73% +$178K 0.01% 1154
2025
Q4 		$225K Buy
+12,000
New +$263K ﹤0.01% 1393

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

Arkadios Wealth Advisors's PDX Position: Q1 2026 in Review

Arkadios Wealth Advisors increased its PIMCO Dynamic Income Strategy Fund (PDX) stake by 73% in Q1 2026, buying an estimated $178K and bringing the position to 20,775 shares worth $458K. The position accounts for 0.01% of the portfolio, ranked #1154.

Arkadios Wealth Advisors 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.

  • Arkadios Wealth Advisors held 20,775 shares of PIMCO Dynamic Income Strategy Fund worth $458K as of Q1 2026.
  • Arkadios Wealth Advisors bought 8,775 PIMCO Dynamic Income Strategy Fund shares in Q1 2026, an estimated $178K.
  • PIMCO Dynamic Income Strategy Fund made up 0.01% of Arkadios Wealth Advisors's portfolio in Q1 2026, its #1154 holding.
  • Arkadios Wealth Advisors 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 Arkadios Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.