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
Q2 		$438K Buy
21,015
+240
+1% +$5.07K 0.01% 1198
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 $3.9B 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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Morgan Stanley
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Arkadios Wealth Advisors's PDX Position: Q2 2026 in Review

Arkadios Wealth Advisors increased its PIMCO Dynamic Income Strategy Fund (PDX) stake by 1.2% in Q2 2026, buying an estimated $5.07K and bringing the position to 21,015 shares worth $438K. The position accounts for 0.01% of the portfolio, ranked #1198.

Arkadios Wealth Advisors first reported a position in PDX in Q4 2025 and has held it in 3 quarters since. The position peaked at $458K in Q1 2026. 106 funds tracked by Wall St. Rank hold PDX as of Q2 2026.

  • Arkadios Wealth Advisors held 21,015 shares of PIMCO Dynamic Income Strategy Fund worth $438K as of Q2 2026.
  • Arkadios Wealth Advisors bought 240 PIMCO Dynamic Income Strategy Fund shares in Q2 2026, an estimated $5.07K.
  • PIMCO Dynamic Income Strategy Fund made up 0.01% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #1198 holding.
  • Arkadios Wealth Advisors first reported a position in PIMCO Dynamic Income Strategy Fund in Q4 2025 and has held it in 3 quarters since.
  • Arkadios Wealth Advisors's PIMCO Dynamic Income Strategy Fund position peaked at $458K in Q1 2026.
  • 106 funds tracked by Wall St. Rank held PIMCO Dynamic Income Strategy Fund as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.