Wealth Enhancement Advisory Services
PDX

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
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

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
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

Wealth Enhancement Advisory Services's PDX Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its PIMCO Dynamic Income Strategy Fund (PDX) stake by 11% in Q2 2026, selling an estimated $41.8K and leaving 16,209 shares worth $349K. The position accounts for ﹤0.01% of the portfolio, ranked #3054.

Wealth Enhancement Advisory Services first reported a position in PDX in Q3 2023 and has held it in 12 quarters since. The position peaked at $621K in Q2 2025. 10 funds tracked by Wall St. Rank hold PDX as of Q2 2026.

  • Wealth Enhancement Advisory Services held 16,209 shares of PIMCO Dynamic Income Strategy Fund worth $349K as of Q2 2026.
  • Wealth Enhancement Advisory Services sold 1,980 PIMCO Dynamic Income Strategy Fund shares in Q2 2026, an estimated $41.8K.
  • PIMCO Dynamic Income Strategy Fund made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #3054 holding.
  • Wealth Enhancement Advisory Services first reported a position in PIMCO Dynamic Income Strategy Fund in Q3 2023 and has held it in 12 quarters since.
  • Wealth Enhancement Advisory Services's PIMCO Dynamic Income Strategy Fund position peaked at $621K in Q2 2025.
  • 10 funds tracked by Wall St. Rank held PIMCO Dynamic Income Strategy Fund as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.