Cetera Investment Advisers’s PIMCO Dynamic Income Strategy Fund PDX Stock Holding History

Cetera Investment Advisers’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	$726K	Buy	34,867 +2,731	+8%	+$57.7K	﹤0.01%	3348
2026 Q1	$709K	Sell	32,136 -8,688	-21%	-$176K	﹤0.01%	3210
2025 Q4	$767K	Sell	40,824 -6,180	-13%	-$136K	﹤0.01%	3065
2025 Q3	$1.17M	Buy	47,004 +13,444	+40%	+$330K	﹤0.01%	2643
2025 Q2	$827K	Buy	33,560 +2,047	+6%	+$46.6K	﹤0.01%	2545
2025 Q1	$773K	Buy	31,513 +9,380	+42%	+$240K	﹤0.01%	2481
2024 Q4	$578K	Sell	22,133 -2,152	-9%	-$53.7K	﹤0.01%	2567
2024 Q3	$573K	Buy	24,285 +1,992	+9%	+$45.8K	﹤0.01%	2537
2024 Q2	$497K	Sell	22,293 -6,043	-21%	-$129K	﹤0.01%	2603
2024 Q1	$601K	Buy	+28,336	New	+$565K	﹤0.01%	2466

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

Cetera Investment Advisers's PDX Position: Q2 2026 in Review

Cetera Investment Advisers increased its PIMCO Dynamic Income Strategy Fund (PDX) stake by 8.5% in Q2 2026, buying an estimated $57.7K and bringing the position to 34,867 shares worth $726K. The position accounts for ﹤0.01% of the portfolio, ranked #3348.

Cetera Investment Advisers first reported a position in PDX in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.17M in Q3 2025. 106 funds tracked by Wall St. Rank hold PDX as of Q2 2026.

Cetera Investment Advisers held 34,867 shares of PIMCO Dynamic Income Strategy Fund worth $726K as of Q2 2026.
Cetera Investment Advisers bought 2,731 PIMCO Dynamic Income Strategy Fund shares in Q2 2026, an estimated $57.7K.
PIMCO Dynamic Income Strategy Fund made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #3348 holding.
Cetera Investment Advisers first reported a position in PIMCO Dynamic Income Strategy Fund in Q1 2024 and has held it in 10 quarters since.
Cetera Investment Advisers's PIMCO Dynamic Income Strategy Fund position peaked at $1.17M in Q3 2025.
106 funds tracked by Wall St. Rank held PIMCO Dynamic Income Strategy Fund as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.