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

IFP 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
Q3 		$2.03K Hold
100
– – ﹤0.01% 4219
2026
Q2 		$2.08K Sell
100
-425
-81% -$8.98K ﹤0.01% 4216
2026
Q1 		$11.6K Hold
525
– – ﹤0.01% 3080
2025
Q4 		$9.9K Hold
525
– – ﹤0.01% 3074
2025
Q3 		$13.1K Hold
525
– – ﹤0.01% 2768
2025
Q2 		$12.9K Hold
525
– – ﹤0.01% 2778
2025
Q1 		$12.9K Buy
525
+100
+24% +$2.56K ﹤0.01% 2486
2024
Q4 		$11.1K Hold
425
– – ﹤0.01% 2490
2024
Q3 		$10K Sell
425
-11,277
-96% -$259K ﹤0.01% 2425
2024
Q2 		$261K Sell
11,702
-2,798
-19% -$59.6K 0.01% 909
2024
Q1 		$308K Buy
+14,500
New +$289K 0.01% 787

Other funds holding PDX

Williams Jones Wealth Management
Williams Jones Wealth Management New York $8.94B AUM 17.99% 1-Year Est. Return
City of London Investment Management
City of London Investment Management London, United Kingdom $1.47B AUM 36.54% 1-Year Est. Return
ACM
Altium Capital Management New York $68.8M AUM 7.27% 1-Year Est. Return
Rareview Capital
Rareview Capital Las Vegas, Nevada $212M AUM 1.13% 1-Year Est. Return
Mount Yale Investment Advisors
Mount Yale Investment Advisors Denver, Colorado $5.96B AUM 22.06% 1-Year Est. Return
Choreo LLC
Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Wedbush Securities
Wedbush Securities Los Angeles, California $3.95B AUM 25.45% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return
UMB Bank
UMB Bank Kansas City, Missouri $7.69B AUM 20.41% 1-Year Est. Return

IFP Advisors's PDX Position: Q3 2026 in Review

IFP Advisors held its PIMCO Dynamic Income Strategy Fund (PDX) position steady in Q3 2026 at 100 shares worth $2.03K. The position accounts for ﹤0.01% of the portfolio, ranked #4219.

IFP Advisors first reported a position in PDX in Q1 2024 and has held it in 11 quarters since. The position peaked at $308K in Q1 2024. 43 funds tracked by Wall St. Rank hold PDX as of Q3 2026.

  • IFP Advisors held 100 shares of PIMCO Dynamic Income Strategy Fund worth $2.03K as of Q3 2026.
  • IFP Advisors left its PIMCO Dynamic Income Strategy Fund share count unchanged in Q3 2026.
  • PIMCO Dynamic Income Strategy Fund made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #4219 holding.
  • IFP Advisors first reported a position in PIMCO Dynamic Income Strategy Fund in Q1 2024 and has held it in 11 quarters since.
  • IFP Advisors's PIMCO Dynamic Income Strategy Fund position peaked at $308K in Q1 2024.
  • 43 funds tracked by Wall St. Rank held PIMCO Dynamic Income Strategy Fund as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.