IA
PDX

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
Q1 		$11.6K Hold
525
– – ﹤0.01% 3080
2025
Q4 		$9.86K 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

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
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
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

IFP Advisors's PDX Position: Q1 2026 in Review

IFP Advisors held its PIMCO Dynamic Income Strategy Fund (PDX) position steady in Q1 2026 at 525 shares worth $11.6K. The position accounts for ﹤0.01% of the portfolio, ranked #3080.

IFP Advisors first reported a position in PDX in Q1 2024 and has held it in 9 quarters since. The position peaked at $308K in Q1 2024. 101 funds tracked by Wall St. Rank hold PDX as of Q1 2026.

  • IFP Advisors held 525 shares of PIMCO Dynamic Income Strategy Fund worth $11.6K as of Q1 2026.
  • IFP Advisors left its PIMCO Dynamic Income Strategy Fund share count unchanged in Q1 2026.
  • PIMCO Dynamic Income Strategy Fund made up ﹤0.01% of IFP Advisors's portfolio in Q1 2026, its #3080 holding.
  • IFP Advisors first reported a position in PIMCO Dynamic Income Strategy Fund in Q1 2024 and has held it in 9 quarters since.
  • IFP Advisors's PIMCO Dynamic Income Strategy Fund position peaked at $308K in Q1 2024.
  • 101 funds tracked by Wall St. Rank held PIMCO Dynamic Income Strategy Fund as of Q1 2026.

Based on IFP Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.