SL
PDX

Salomon & Ludwin’s PIMCO Dynamic Income Strategy Fund PDX Stock Holding History

Salomon & Ludwin’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
Q3 		– Sell
-759
Closed -$18.8K – 2163
2025
Q2 		$18.8K Buy
+759
New +$17.3K ﹤0.01% 392

Other funds holding PDX

SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Salomon & Ludwin's PDX Position: Q3 2025 in Review

Salomon & Ludwin sold out of PIMCO Dynamic Income Strategy Fund (PDX) in Q3 2025, closing a stake of 759 shares — an estimated $18.8K sold.

Salomon & Ludwin first reported a position in PDX in Q2 2025 and held it in 1 quarter. The position peaked at $18.8K in Q2 2025. 88 funds tracked by Wall St. Rank hold PDX as of Q3 2025.

  • Salomon & Ludwin reported no remaining PIMCO Dynamic Income Strategy Fund position as of Q3 2025 after selling out during the quarter.
  • Salomon & Ludwin sold 759 PIMCO Dynamic Income Strategy Fund shares in Q3 2025, an estimated $18.8K.
  • Salomon & Ludwin first reported a position in PIMCO Dynamic Income Strategy Fund in Q2 2025 and held it in 1 quarter.
  • Salomon & Ludwin's PIMCO Dynamic Income Strategy Fund position peaked at $18.8K in Q2 2025.
  • 88 funds tracked by Wall St. Rank held PIMCO Dynamic Income Strategy Fund as of Q3 2025.

Based on Salomon & Ludwin's 13F filing for Q3 2025, filed 21 Oct 2025.