PIWA
PDX

Prevail Innovative Wealth Advisors’s PIMCO Dynamic Income Strategy Fund PDX Stock Holding History

Prevail Innovative Wealth 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
Q4 		– Sell
-15,828
Closed -$395K – 223
2025
Q3 		$395K Buy
+15,828
New +$389K 0.08% 173

Other funds holding PDX

SCM
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RCM
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TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
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
WJWM
Williams Jones Wealth Management New York $8.14B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Prevail Innovative Wealth Advisors's PDX Position: Q4 2025 in Review

Prevail Innovative Wealth Advisors sold out of PIMCO Dynamic Income Strategy Fund (PDX) in Q4 2025, closing a stake of 15,828 shares — an estimated $395K sold.

Prevail Innovative Wealth Advisors first reported a position in PDX in Q3 2025 and held it in 1 quarter. The position peaked at $395K in Q3 2025. 94 funds tracked by Wall St. Rank hold PDX as of Q4 2025.

  • Prevail Innovative Wealth Advisors reported no remaining PIMCO Dynamic Income Strategy Fund position as of Q4 2025 after selling out during the quarter.
  • Prevail Innovative Wealth Advisors sold 15,828 PIMCO Dynamic Income Strategy Fund shares in Q4 2025, an estimated $395K.
  • Prevail Innovative Wealth Advisors first reported a position in PIMCO Dynamic Income Strategy Fund in Q3 2025 and held it in 1 quarter.
  • Prevail Innovative Wealth Advisors's PIMCO Dynamic Income Strategy Fund position peaked at $395K in Q3 2025.
  • 94 funds tracked by Wall St. Rank held PIMCO Dynamic Income Strategy Fund as of Q4 2025.

Based on Prevail Innovative Wealth Advisors's 13F filing for Q4 2025, filed 6 Feb 2026.