Wealth Enhancement Advisory Services’s PIMCO Dynamic Income Strategy Fund PDX Stock Holding History

Wealth Enhancement Advisory Services’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 Q3	$388K	Buy	18,708 +2,499	+15%	+$53.2K	﹤0.01%	3081
2026 Q2	$349K	Sell	16,209 -1,980	-11%	-$41.8K	﹤0.01%	3054
2026 Q1	$385K	Sell	18,189 -4,558	-20%	-$92.4K	﹤0.01%	2547
2025 Q4	$432K	Sell	22,747 -1,953	-8%	-$42.8K	﹤0.01%	2595
2025 Q3	$606K	Sell	24,700 -345	-1%	-$8.48K	﹤0.01%	2214
2025 Q2	$621K	Buy	25,045 +4,107	+20%	+$93.4K	﹤0.01%	2061
2025 Q1	$514K	Buy	20,938 +1,249	+6%	+$32K	﹤0.01%	2051
2024 Q4	$514K	Buy	19,689 +270	+1%	+$6.74K	﹤0.01%	1972
2024 Q3	$458K	Buy	19,419 +287	+2%	+$6.59K	﹤0.01%	1881
2024 Q2	$426K	Buy	19,132 +432	+2%	+$9.2K	﹤0.01%	1741
2024 Q1	$397K	Buy	18,700 +202	+1%	+$4.02K	﹤0.01%	1723
2023 Q4	$379K	Buy	18,498 +6,992	+61%	+$137K	﹤0.01%	1671
2023 Q3	$228K	Buy	+11,506	New	+$194K	﹤0.01%	1921

Other funds holding PDX

Williams Jones Wealth Management New York $8.94B AUM 17.99% 1-Year Est. Return

City of London Investment Management London, United Kingdom $1.47B AUM 36.54% 1-Year Est. Return

ACM

Altium Capital Management New York $68.8M AUM 7.27% 1-Year Est. Return

Rareview Capital Las Vegas, Nevada $212M AUM 1.13% 1-Year Est. Return

Mount Yale Investment Advisors Denver, Colorado $5.96B AUM 22.06% 1-Year Est. Return

Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.95B AUM 25.45% 1-Year Est. Return

NWMP

Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return

UMB Bank Kansas City, Missouri $7.69B AUM 20.41% 1-Year Est. Return

Wealth Enhancement Advisory Services's PDX Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its PIMCO Dynamic Income Strategy Fund (PDX) stake by 15% in Q3 2026, buying an estimated $53.2K and bringing the position to 18,708 shares worth $388K. The position accounts for ﹤0.01% of the portfolio, ranked #3081.

Wealth Enhancement Advisory Services first reported a position in PDX in Q3 2023 and has held it in 13 quarters since. The position peaked at $621K in Q2 2025. 43 funds tracked by Wall St. Rank hold PDX as of Q3 2026.

Wealth Enhancement Advisory Services held 18,708 shares of PIMCO Dynamic Income Strategy Fund worth $388K as of Q3 2026.
Wealth Enhancement Advisory Services bought 2,499 PIMCO Dynamic Income Strategy Fund shares in Q3 2026, an estimated $53.2K.
PIMCO Dynamic Income Strategy Fund made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #3081 holding.
Wealth Enhancement Advisory Services first reported a position in PIMCO Dynamic Income Strategy Fund in Q3 2023 and has held it in 13 quarters since.
Wealth Enhancement Advisory Services's PIMCO Dynamic Income Strategy Fund position peaked at $621K in Q2 2025.
43 funds tracked by Wall St. Rank held PIMCO Dynamic Income Strategy Fund as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.