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 Q2	$2.08K	Sell	100 -425	-81%	-$8.98K	﹤0.01%	4216
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 $3.9B 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

IFP Advisors's PDX Position: Q2 2026 in Review

IFP Advisors reduced its PIMCO Dynamic Income Strategy Fund (PDX) stake by 81% in Q2 2026, selling an estimated $8.98K and leaving 100 shares worth $2.08K. The position accounts for ﹤0.01% of the portfolio, ranked #4216.

IFP Advisors first reported a position in PDX in Q1 2024 and has held it in 10 quarters since. The position peaked at $308K in Q1 2024. 106 funds tracked by Wall St. Rank hold PDX as of Q2 2026.

IFP Advisors held 100 shares of PIMCO Dynamic Income Strategy Fund worth $2.08K as of Q2 2026.
IFP Advisors sold 425 PIMCO Dynamic Income Strategy Fund shares in Q2 2026, an estimated $8.98K.
PIMCO Dynamic Income Strategy Fund made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #4216 holding.
IFP Advisors first reported a position in PIMCO Dynamic Income Strategy Fund in Q1 2024 and has held it in 10 quarters since.
IFP Advisors's PIMCO Dynamic Income Strategy Fund position peaked at $308K in Q1 2024.
106 funds tracked by Wall St. Rank held PIMCO Dynamic Income Strategy Fund as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.