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Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

PDX holding history

PIMCO Dynamic Income Strategy Fund in every 13F filed by Creative Planning, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

PDX overviewAll 13F holders of PDXFull Q2 2026 holdings

Shares (Q2 2026)
13,251
Value
$275.9K
% of portfolio
<0.1%
Quarters held
2
Since Q1 2026
Holdings of PDX by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202613,251$275.9K<0.1%+808+6.5%AddedHolders
Q1 202612,443$274.5K<0.1%+12,443NewHolders