OIA
PDX

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

OneDigital Investment 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
2025
Q2 		– Sell
-14,500
Closed -$356K – 1501
2025
Q1 		$356K Buy
+14,500
New +$371K ﹤0.01% 1001

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TJHA
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Cohen & Steers
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PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
WJWM
Williams Jones Wealth Management New York $8.14B AUM 19.32% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

OneDigital Investment Advisors's PDX Position: Q2 2025 in Review

OneDigital Investment Advisors sold out of PIMCO Dynamic Income Strategy Fund (PDX) in Q2 2025, closing a stake of 14,500 shares — an estimated $356K sold.

OneDigital Investment Advisors first reported a position in PDX in Q1 2025 and held it in 1 quarter. The position peaked at $356K in Q1 2025. 83 funds tracked by Wall St. Rank hold PDX as of Q2 2025.

  • OneDigital Investment Advisors reported no remaining PIMCO Dynamic Income Strategy Fund position as of Q2 2025 after selling out during the quarter.
  • OneDigital Investment Advisors sold 14,500 PIMCO Dynamic Income Strategy Fund shares in Q2 2025, an estimated $356K.
  • OneDigital Investment Advisors first reported a position in PIMCO Dynamic Income Strategy Fund in Q1 2025 and held it in 1 quarter.
  • OneDigital Investment Advisors's PIMCO Dynamic Income Strategy Fund position peaked at $356K in Q1 2025.
  • 83 funds tracked by Wall St. Rank held PIMCO Dynamic Income Strategy Fund as of Q2 2025.

Based on OneDigital Investment Advisors's 13F filing for Q2 2025, filed 7 Aug 2025.