LAS
PDX

Lloyd Advisory Services’s PIMCO Dynamic Income Strategy Fund PDX Stock Holding History

Lloyd Advisory Services’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 		– Sell
-6,053
Closed -$114K – 995
2025
Q4 		$114K Buy
+6,053
New +$133K 0.04% 169

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RCM
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Cohen & Steers
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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

Lloyd Advisory Services's PDX Position: Q1 2026 in Review

Lloyd Advisory Services sold out of PIMCO Dynamic Income Strategy Fund (PDX) in Q1 2026, closing a stake of 6,053 shares — an estimated $114K sold.

Lloyd Advisory Services first reported a position in PDX in Q4 2025 and held it in 1 quarter. The position peaked at $114K in Q4 2025. 101 funds tracked by Wall St. Rank hold PDX as of Q1 2026.

  • Lloyd Advisory Services reported no remaining PIMCO Dynamic Income Strategy Fund position as of Q1 2026 after selling out during the quarter.
  • Lloyd Advisory Services sold 6,053 PIMCO Dynamic Income Strategy Fund shares in Q1 2026, an estimated $114K.
  • Lloyd Advisory Services first reported a position in PIMCO Dynamic Income Strategy Fund in Q4 2025 and held it in 1 quarter.
  • Lloyd Advisory Services's PIMCO Dynamic Income Strategy Fund position peaked at $114K in Q4 2025.
  • 101 funds tracked by Wall St. Rank held PIMCO Dynamic Income Strategy Fund as of Q1 2026.

Based on Lloyd Advisory Services's 13F filing for Q1 2026, filed 13 May 2026.