HighTower Advisors
PDX

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

HighTower 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 		$541K Sell
25,994
-2,288
-8% -$48.3K ﹤0.01% 2673
2026
Q1 		$624K Sell
28,282
-3,201
-10% -$64.9K ﹤0.01% 2538
2025
Q4 		$591K Sell
31,483
-5,367
-15% -$118K ﹤0.01% 2491
2025
Q3 		$919K Sell
36,850
-1,718
-4% -$42.2K ﹤0.01% 2171
2025
Q2 		$951K Sell
38,568
-1,186
-3% -$27K ﹤0.01% 2047
2025
Q1 		$976K Buy
+39,754
New +$1.02M ﹤0.01% 1976
2024
Q4 		– Sell
-56,482
Closed -$1.34M – 4001
2024
Q3 		$1.34M Buy
56,482
+1,644
+3% +$37.8K ﹤0.01% 1749
2024
Q2 		$1.22M Sell
54,838
-42
-0.1% -$895 ﹤0.01% 1736
2024
Q1 		$1.16M Buy
54,880
+9,507
+21% +$189K ﹤0.01% 1724
2023
Q4 		$934K Buy
+45,373
New +$892K ﹤0.01% 1867
2023
Q3 		– Sell
-53,083
Closed -$835K – 3707
2023
Q2 		$835K Buy
+53,083
New +$788K ﹤0.01% 1862
2023
Q1 		– Sell
-57,601
Closed -$861K – 3599
2022
Q4 		$861K Buy
+57,601
New +$875K ﹤0.01% 1761
2022
Q3 		– Sell
-17,000
Closed -$218K – 3332
2022
Q2 		$218K Buy
+17,000
New +$247K ﹤0.01% 2583
2021
Q4 		– Sell
-18,608
Closed -$227K – 3425
2021
Q3 		$227K Buy
18,608
+244
+1% +$2.85K ﹤0.01% 2621
2021
Q2 		$230K Buy
18,364
+293
+2% +$3.36K ﹤0.01% 2571
2021
Q1 		$187K Buy
18,071
+4,571
+34% +$44.1K ﹤0.01% 2625
2020
Q4 		$109K Buy
+13,500
New +$97.8K ﹤0.01% 2331

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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Morgan Stanley
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

HighTower Advisors's PDX Position: Q2 2026 in Review

HighTower Advisors reduced its PIMCO Dynamic Income Strategy Fund (PDX) stake by 8.1% in Q2 2026, selling an estimated $48.3K and leaving 25,994 shares worth $541K. The position accounts for ﹤0.01% of the portfolio, ranked #2673.

HighTower Advisors first reported a position in PDX in Q4 2020 and has held it in 17 quarters since. The position peaked at $1.34M in Q3 2024. 106 funds tracked by Wall St. Rank hold PDX as of Q2 2026.

  • HighTower Advisors held 25,994 shares of PIMCO Dynamic Income Strategy Fund worth $541K as of Q2 2026.
  • HighTower Advisors sold 2,288 PIMCO Dynamic Income Strategy Fund shares in Q2 2026, an estimated $48.3K.
  • PIMCO Dynamic Income Strategy Fund made up ﹤0.01% of HighTower Advisors's portfolio in Q2 2026, its #2673 holding.
  • HighTower Advisors first reported a position in PIMCO Dynamic Income Strategy Fund in Q4 2020 and has held it in 17 quarters since.
  • HighTower Advisors's PIMCO Dynamic Income Strategy Fund position peaked at $1.34M in Q3 2024.
  • 106 funds tracked by Wall St. Rank held PIMCO Dynamic Income Strategy Fund as of Q2 2026.

Based on HighTower Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.