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

WCG 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
2026 Q1	–	Sell	-23,981	Closed	-$450K	–	538
2025 Q4	$450K	Buy	+23,981	New	+$526K	0.01%	456

Other funds holding PDX

SCM

Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

TJHA

Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

WJWM

Williams Jones Wealth Management New York $8.14B AUM 19.32% 1-Year Est. Return

PAIM

Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return

WCG Wealth Advisors's PDX Position: Q1 2026 in Review

WCG Wealth Advisors sold out of PIMCO Dynamic Income Strategy Fund (PDX) in Q1 2026, closing a stake of 23,981 shares — an estimated $450K sold.

WCG Wealth Advisors first reported a position in PDX in Q4 2025 and held it in 1 quarter. The position peaked at $450K in Q4 2025. 101 funds tracked by Wall St. Rank hold PDX as of Q1 2026.

WCG Wealth Advisors reported no remaining PIMCO Dynamic Income Strategy Fund position as of Q1 2026 after selling out during the quarter.
WCG Wealth Advisors sold 23,981 PIMCO Dynamic Income Strategy Fund shares in Q1 2026, an estimated $450K.
WCG Wealth Advisors first reported a position in PIMCO Dynamic Income Strategy Fund in Q4 2025 and held it in 1 quarter.
WCG Wealth Advisors's PIMCO Dynamic Income Strategy Fund position peaked at $450K in Q4 2025.
101 funds tracked by Wall St. Rank held PIMCO Dynamic Income Strategy Fund as of Q1 2026.

Based on WCG Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.