Regal Investment Advisors LLC
Position in PDX — PIMCO Dynamic Income Strategy Fund
CIK 1559789
KENTWOOD, MI
Position in PDX
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$254,128
-$15,136 QoQ
Shares Held
12,206
0.0% QoQ
Ownership
0.027%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#73
of 105 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PDX Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Regal Investment Advisors LLC holds $6,626,227 across 20 Asset Management names. PDX ranks #10 (3.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
|
9,691 | $1,140,339 | |
| 2 | CEF |
Sprott Physical Gold & Silver Trust
|
22,064 | $887,634 | |
| 3 | EOT |
Eaton Vance National Municipal Opportunities Trust
|
28,531 | $502,716 | |
| 4 | BLK |
BlackRock, Inc.
|
508 | $488,472 | |
| 5 | PFG |
Principal Financial Group Inc
|
3,840 | $413,875 | |
| 6 | NZF |
Nuveen Municipal Credit Income Fund
|
30,750 | $389,910 | |
| 7 | BPRE |
Bluerock Private Real Estate Fund
|
29,190 | $379,761 | |
| 8 | MMT |
Aberdeen Multi-Market Income Fund
|
64,383 | $283,285 |
All Filings in PDX
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $254,128 | 12,206 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $269,264 | 12,206 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $242,055 | 12,889 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $321,322 | 12,889 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $317,713 | 12,889 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $332,983 | 13,569 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $354,557 | 13,569 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $320,092 | 13,569 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $324,597 | 14,569 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $323,431 | 15,249 | Shares | Sole | 2024-05-15 | |
| No filing history on record for this holder in this stock. | ||||||