CA
PDX

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

CoreCap 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 		$72.5K Sell
3,481
-4,986
-59% -$105K ﹤0.01% 1246
2026
Q1 		$187K Buy
+8,467
New +$172K 0.01% 826

Other funds holding PDX

NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return
SC
Stolper & Co Tulsa, Oklahoma $387M AUM 25.53% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MWM
Meadowbrook Wealth Management Garden City, New York $92.9M AUM 51.42% 1-Year Est. Return
KFP
Kerr Financial Planning Fresno, California $89.6M AUM 72.71% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
APW
Allied Private Wealth Boca Raton, Florida $156M AUM
FIA
FNY Investment Advisers New York $278M AUM 98.95% 1-Year Est. Return
HWP
Highline Wealth Partners Sherman Oaks, California $493M AUM 19.33% 1-Year Est. Return

CoreCap Advisors's PDX Position: Q2 2026 in Review

CoreCap Advisors reduced its PIMCO Dynamic Income Strategy Fund (PDX) stake by 59% in Q2 2026, selling an estimated $105K and leaving 3,481 shares worth $72.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1246.

CoreCap Advisors first reported a position in PDX in Q1 2026 and has held it in 2 quarters since. The position peaked at $187K in Q1 2026. 10 funds tracked by Wall St. Rank hold PDX as of Q2 2026.

  • CoreCap Advisors held 3,481 shares of PIMCO Dynamic Income Strategy Fund worth $72.5K as of Q2 2026.
  • CoreCap Advisors sold 4,986 PIMCO Dynamic Income Strategy Fund shares in Q2 2026, an estimated $105K.
  • PIMCO Dynamic Income Strategy Fund made up ﹤0.01% of CoreCap Advisors's portfolio in Q2 2026, its #1246 holding.
  • CoreCap Advisors first reported a position in PIMCO Dynamic Income Strategy Fund in Q1 2026 and has held it in 2 quarters since.
  • CoreCap Advisors's PIMCO Dynamic Income Strategy Fund position peaked at $187K in Q1 2026.
  • 10 funds tracked by Wall St. Rank held PIMCO Dynamic Income Strategy Fund as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.