PI
PDX

PFG Investments’s PIMCO Dynamic Income Strategy Fund PDX Stock Holding History

PFG Investments’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 		$256K Buy
+12,297
New +$260K 0.01% 1047

Other funds holding PDX

RC
Rareview Capital Las Vegas, Nevada $179M AUM 11.14% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return
SC
Stolper & Co Tulsa, Oklahoma $387M AUM 25.53% 1-Year Est. Return
AWM
Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AHL
Abel Hall LLC Baton Rouge, Louisiana $579M AUM 54.21% 1-Year Est. Return
CWM
Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return
MWM
Meadowbrook Wealth Management Garden City, New York $92.9M AUM 51.42% 1-Year Est. Return
HHGA
Halbert Hargrove Global Advisors Long Beach, California $2.31B AUM 21.64% 1-Year Est. Return
KFP
Kerr Financial Planning Fresno, California $89.6M AUM 72.71% 1-Year Est. Return

PFG Investments's PDX Position: Q2 2026 in Review

PFG Investments opened a new position in PIMCO Dynamic Income Strategy Fund (PDX) in Q2 2026: 12,297 shares worth $256K. The stake represents 0.01% of the portfolio and ranks #1047 among its holdings.

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

  • PFG Investments held 12,297 shares of PIMCO Dynamic Income Strategy Fund worth $256K as of Q2 2026.
  • PIMCO Dynamic Income Strategy Fund was a new PFG Investments position in Q2 2026.
  • PIMCO Dynamic Income Strategy Fund made up 0.01% of PFG Investments's portfolio in Q2 2026, its #1047 holding.
  • 18 funds tracked by Wall St. Rank held PIMCO Dynamic Income Strategy Fund as of Q2 2026.

Based on PFG Investments's 13F filing for Q2 2026, filed 23 Jul 2026.