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 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 $3.62B AUM 13% 1-Year Est. Return

TJHA

Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

WJWM

Williams Jones Wealth Management New York $8.14B AUM 19.32% 1-Year Est. Return

PAIM

Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return

Creative Planning's PDX Position: Q1 2026 in Review

Creative Planning opened a new position in PIMCO Dynamic Income Strategy Fund (PDX) in Q1 2026: 12,443 shares worth $274K. The stake represents ﹤0.01% of the portfolio and ranks #3486 among its holdings. This is a return to the name: Creative Planning previously reported a position in PDX as recently as Q3 2019.

Creative Planning first reported a position in PDX in Q2 2019 and has held it in 3 quarters since. The position peaked at $294K in Q2 2019. 101 funds tracked by Wall St. Rank hold PDX as of Q1 2026.

Creative Planning held 12,443 shares of PIMCO Dynamic Income Strategy Fund worth $274K as of Q1 2026.
PIMCO Dynamic Income Strategy Fund was a new Creative Planning position in Q1 2026.
PIMCO Dynamic Income Strategy Fund made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #3486 holding.
Creative Planning first reported a position in PIMCO Dynamic Income Strategy Fund in Q2 2019 and has held it in 3 quarters since.
Creative Planning's PIMCO Dynamic Income Strategy Fund position peaked at $294K in Q2 2019.
101 funds tracked by Wall St. Rank held PIMCO Dynamic Income Strategy Fund as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.