SC
PDX

Stolper & Co’s PIMCO Dynamic Income Strategy Fund PDX Stock Holding History

Stolper & Co’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 		$542K Sell
26,047
-14,310
-35% -$302K 0.14% 81
2026
Q1 		$531K Buy
40,357
+15,913
+65% +$323K 0.15% 78
2025
Q4 		$459K Buy
24,444
+517
+2% +$11.3K 0.14% 81
2025
Q3 		$597K Buy
+23,927
New +$588K 0.18% 76

Other funds holding PDX

NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 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
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 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

Stolper & Co's PDX Position: Q2 2026 in Review

Stolper & Co reduced its PIMCO Dynamic Income Strategy Fund (PDX) stake by 35% in Q2 2026, selling an estimated $302K and leaving 26,047 shares worth $542K. The position accounts for 0.14% of the portfolio, ranked #81.

Stolper & Co first reported a position in PDX in Q3 2025 and has held it in 4 quarters since. The position peaked at $597K in Q3 2025. 10 funds tracked by Wall St. Rank hold PDX as of Q2 2026.

  • Stolper & Co held 26,047 shares of PIMCO Dynamic Income Strategy Fund worth $542K as of Q2 2026.
  • Stolper & Co sold 14,310 PIMCO Dynamic Income Strategy Fund shares in Q2 2026, an estimated $302K.
  • PIMCO Dynamic Income Strategy Fund made up 0.14% of Stolper & Co's portfolio in Q2 2026, its #81 holding.
  • Stolper & Co first reported a position in PIMCO Dynamic Income Strategy Fund in Q3 2025 and has held it in 4 quarters since.
  • Stolper & Co's PIMCO Dynamic Income Strategy Fund position peaked at $597K in Q3 2025.
  • 10 funds tracked by Wall St. Rank held PIMCO Dynamic Income Strategy Fund as of Q2 2026.

Based on Stolper & Co's 13F filing for Q2 2026, filed 14 Jul 2026.