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

Continuum Advisory’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	$128K	Buy	+6,163	New	+$130K	0.01%	577
2025 Q2	–	Sell	-1,328	Closed	-$32.6K	–	1231
2025 Q1	$32.6K	Buy	1,328 +328	+33%	+$8.39K	﹤0.01%	766
2024 Q4	$26.1K	Buy	+1,000	New	+$25K	﹤0.01%	794

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

Continuum Advisory's PDX Position: Q2 2026 in Review

Continuum Advisory opened a new position in PIMCO Dynamic Income Strategy Fund (PDX) in Q2 2026: 6,163 shares worth $128K. The stake represents 0.01% of the portfolio and ranks #577 among its holdings. This is a return to the name: Continuum Advisory previously reported a position in PDX as recently as Q1 2025.

Continuum Advisory first reported a position in PDX in Q4 2024 and has held it in 3 quarters since. 106 funds tracked by Wall St. Rank hold PDX as of Q2 2026.

Continuum Advisory held 6,163 shares of PIMCO Dynamic Income Strategy Fund worth $128K as of Q2 2026.
PIMCO Dynamic Income Strategy Fund was a new Continuum Advisory position in Q2 2026.
PIMCO Dynamic Income Strategy Fund made up 0.01% of Continuum Advisory's portfolio in Q2 2026, its #577 holding.
Continuum Advisory first reported a position in PIMCO Dynamic Income Strategy Fund in Q4 2024 and has held it in 3 quarters since.
106 funds tracked by Wall St. Rank held PIMCO Dynamic Income Strategy Fund as of Q2 2026.

Based on Continuum Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.