IFWM
PDX

Institute for Wealth Management’s PIMCO Dynamic Income Strategy Fund PDX Stock Holding History

Institute for Wealth Management’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 		$14.1K Buy
+675
New +$14.3K ﹤0.01% 1232

Other funds holding PDX

TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $326M AUM 0.12% 1-Year Est. Return
WJWM
Williams Jones Wealth Management New York $8.86B AUM 22.16% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.66B AUM 59.71% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
RC
Rareview Capital Las Vegas, Nevada $179M AUM 11.14% 1-Year Est. Return
CL
Choreo LLC Rockford, Illinois $9.11B AUM 26.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return
TAM
Tocqueville Asset Management New York $7.56B AUM 44.87% 1-Year Est. Return

Institute for Wealth Management's PDX Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in PIMCO Dynamic Income Strategy Fund (PDX) in Q2 2026: 675 shares worth $14.1K. The stake represents ﹤0.01% of the portfolio and ranks #1232 among its holdings.

47 funds tracked by Wall St. Rank hold PDX as of Q2 2026.

  • Institute for Wealth Management held 675 shares of PIMCO Dynamic Income Strategy Fund worth $14.1K as of Q2 2026.
  • PIMCO Dynamic Income Strategy Fund was a new Institute for Wealth Management position in Q2 2026.
  • PIMCO Dynamic Income Strategy Fund made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1232 holding.
  • 47 funds tracked by Wall St. Rank held PIMCO Dynamic Income Strategy Fund as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.