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PDX

PIMCO Dynamic Income Strategy Fund
PDX

Name Holding Trade Value Shares
Change 		Change in
Stake
RCM
1
Rivernorth Capital Management
Florida
$29.1M -$1.04M -71,177 -3%
Morgan Stanley
2
Morgan Stanley
New York
$23.7M +$10.1M +697,452 +61%
UBS Group
3
UBS Group
Switzerland
$19.5M +$3.49M +239,863 +19%
SCM
4
Saba Capital Management
New York
$17.8M +$4.71M +323,966 +31%
PAIM
5
Punch & Associates Investment Management
Minnesota
$13.3M +$18.6K +1,276 +0.1%
Allspring Global Investments
6
Allspring Global Investments
North Carolina
$9.34M +$5.6M +385,160 +112%
TJHA
7
Thomas J. Herzfeld Advisors
Florida
$8.16M +$370K +25,448 +4%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$6.09M -$1.84M -126,867 -21%
HCM
9
Hollencrest Capital Management
California
$5.85M +$1.21K +83 +0%
Wells Fargo
10
Wells Fargo
California
$5.34M +$108K +7,397 +2%
Bank of America
11
Bank of America
North Carolina
$5.02M -$411K -28,276 -7%
CAN
12
Cetera Advisor Networks
California
$4.47M +$139K +9,532 +3%
AAM
13
Advisors Asset Management
Colorado
$4.44M +$570K +39,187 +13%
QC
14
Quantedge Capital
Singapore
$3.03M -$407K -28,000 -11%
Stifel Financial
15
Stifel Financial
Missouri
$2.86M +$60.5K +4,162 +2%
RVPG
16
Relative Value Partners Group
$2.15M +$160 +11 +0%
MC
17
Matisse Capital
Oregon
$2.08M – – –
AC
18
Almitas Capital
California
$2.08M -$294K -20,201 -11%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$1.75M -$173K -11,918 -8%
Cohen & Steers
20
Cohen & Steers
New York
$1.73M -$5.6K -385 -0.3%
Truist Financial
21
Truist Financial
North Carolina
$1.51M +$14.5K +1,000 +0.9%
FFA
22
First Foundation Advisors
California
$1.4M -$118K -8,094 -7%
TCA
23
Transcend Capital Advisors
New Jersey
$1.16M +$3.02K +208 +0.2%
Invesco
24
Invesco
Georgia
$945K +$143K +9,838 +15%
WS
25
Wedbush Securities
California
$941K +$223K +15,312 +26%
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