SWM
PDX

Spire Wealth Management’s PIMCO Dynamic Income Strategy Fund PDX Stock Holding History

Spire Wealth Management’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 		$18.2K Hold
875
– – ﹤0.01% 1468
2026
Q1 		$19.3K Hold
875
– – ﹤0.01% 1432
2025
Q4 		$16.4K Sell
875
-6,009
-87% -$132K ﹤0.01% 1553
2025
Q3 		$172K Sell
6,884
-4,424
-39% -$109K 0.01% 821
2025
Q2 		$279K Buy
11,308
+1,096
+11% +$24.9K 0.01% 679
2025
Q1 		$251K Buy
10,212
+95
+0.9% +$2.43K 0.01% 769
2024
Q4 		$264K Buy
10,117
+2,170
+27% +$54.2K 0.01% 739
2024
Q3 		$187K Buy
7,947
+1,063
+15% +$24.4K 0.01% 742
2024
Q2 		$153K Buy
6,884
+6,009
+687% +$128K 0.01% 784
2024
Q1 		$18.6K Sell
875
-16,853
-95% -$336K ﹤0.01% 1542
2023
Q4 		$345K Sell
17,728
-373
-2% -$7.33K 0.01% 611
2023
Q3 		$359K Buy
18,101
+13
+0.1% +$219 0.01% 555
2023
Q2 		$285K Buy
18,088
+12
+0.1% +$178 0.01% 624
2023
Q1 		$264K Buy
18,076
+17,201
+1,966% +$260K 0.01% 644
2022
Q4 		$13K Hold
875
– – ﹤0.01% 1525
2022
Q3 		$12K Sell
875
-17,161
-95% -$248K ﹤0.01% 1512
2022
Q2 		$232K Buy
18,036
+15,092
+513% +$219K 0.01% 711
2022
Q1 		$44K Sell
2,944
-16,313
-85% -$226K ﹤0.01% 1499
2021
Q4 		$248K Buy
19,257
+16,367
+566% +$214K 0.01% 1002
2021
Q3 		$35K Buy
2,890
+27
+0.9% +$315 ﹤0.01% 1628
2021
Q2 		$36K Sell
2,863
-16,682
-85% -$191K ﹤0.01% 1632
2021
Q1 		$200K Buy
+19,545
New +$189K 0.01% 1063

Other funds holding PDX

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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MWM
Meadowbrook Wealth Management Garden City, New York $92.9M AUM 51.42% 1-Year Est. Return
KFP
Kerr Financial Planning Fresno, California $89.6M AUM 72.71% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
APW
Allied Private Wealth Boca Raton, Florida $156M AUM
FIA
FNY Investment Advisers New York $278M AUM 98.95% 1-Year Est. Return
HWP
Highline Wealth Partners Sherman Oaks, California $493M AUM 19.33% 1-Year Est. Return

Spire Wealth Management's PDX Position: Q2 2026 in Review

Spire Wealth Management held its PIMCO Dynamic Income Strategy Fund (PDX) position steady in Q2 2026 at 875 shares worth $18.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1468.

Spire Wealth Management first reported a position in PDX in Q1 2021 and has held it in 22 quarters since. The position peaked at $359K in Q3 2023. 10 funds tracked by Wall St. Rank hold PDX as of Q2 2026.

  • Spire Wealth Management held 875 shares of PIMCO Dynamic Income Strategy Fund worth $18.2K as of Q2 2026.
  • Spire Wealth Management left its PIMCO Dynamic Income Strategy Fund share count unchanged in Q2 2026.
  • PIMCO Dynamic Income Strategy Fund made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1468 holding.
  • Spire Wealth Management first reported a position in PIMCO Dynamic Income Strategy Fund in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's PIMCO Dynamic Income Strategy Fund position peaked at $359K in Q3 2023.
  • 10 funds tracked by Wall St. Rank held PIMCO Dynamic Income Strategy Fund as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.