Creative Planning’s PIMCO Dynamic Income Strategy Fund PDX Stock Holding History

Creative Planning’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	$276K	Buy	13,251 +808	+6%	+$17.1K	﹤0.01%	3635
2026 Q1	$274K	Buy	+12,443	New	+$252K	﹤0.01%	3486
2019 Q4	–	Sell	-15,000	Closed	-$263K	–	2083
2019 Q3	$263K	Hold	15,000	–	–	﹤0.01%	1443
2019 Q2	$294K	Buy	+15,000	New	+$305K	﹤0.01%	1389

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

Creative Planning's PDX Position: Q2 2026 in Review

Creative Planning increased its PIMCO Dynamic Income Strategy Fund (PDX) stake by 6.5% in Q2 2026, buying an estimated $17.1K and bringing the position to 13,251 shares worth $276K. The position accounts for ﹤0.01% of the portfolio, ranked #3635.

Creative Planning first reported a position in PDX in Q2 2019 and has held it in 4 quarters since. The position peaked at $294K in Q2 2019. 106 funds tracked by Wall St. Rank hold PDX as of Q2 2026.

Creative Planning held 13,251 shares of PIMCO Dynamic Income Strategy Fund worth $276K as of Q2 2026.
Creative Planning bought 808 PIMCO Dynamic Income Strategy Fund shares in Q2 2026, an estimated $17.1K.
PIMCO Dynamic Income Strategy Fund made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3635 holding.
Creative Planning first reported a position in PIMCO Dynamic Income Strategy Fund in Q2 2019 and has held it in 4 quarters since.
Creative Planning's PIMCO Dynamic Income Strategy Fund position peaked at $294K in Q2 2019.
106 funds tracked by Wall St. Rank held PIMCO Dynamic Income Strategy Fund as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.