WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Position in PDX — PIMCO Dynamic Income Strategy Fund

CIK 1632972 PLYMOUTH, MN

Position in PDX

as of Mar 31, 2026 · filed Apr 8, 2026 Compact

Position Value

$401,249

-$25,939 QoQ

Shares Held

18,189

-20.0% QoQ

Ownership

0.041%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2023

11 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Financial Services · as of Mar 31, 2026

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $366,045,203 across 167 Asset Management names. PDX ranks #94 (0.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BLK	BlackRock, Inc.	49,242	$47,356,523
2	PHYS	Sprott Physical Gold Trust	1,112,010	$39,409,634
3	IVZ	Invesco Ltd.	1,515,077	$36,801,220
4	BX	Blackstone Inc.	233,763	$26,880,407
5	PSLV	Sprott Physical Silver Trust	874,917	$21,339,225
6	AMP	Ameriprise Financial Inc	37,838	$16,815,207
7	KKR	KKR & Co. Inc.	129,586	$11,986,705
8	CEF	Sprott Physical Gold & Silver Trust	198,205	$9,458,342

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$401,249	18,189	-20.0%	Shares	Sole	2026-04-08
2025-12-31	$427,188	22,747	-7.9%	Shares	Sole	2026-01-08
2025-09-30	$615,771	24,700	-1.4%	Shares	Sole	2025-10-29
2025-06-30	$617,359	25,045	+19.6%	Shares	Sole	2025-07-10
2025-03-31	$513,818	20,938	+6.3%	Shares	Sole	2025-04-16
2024-12-31	$514,473	19,689	+1.4%	Shares	Sole	2025-03-17
2024-09-30	$458,094	19,419	+1.5%	Shares	Sole	2024-10-24
2024-06-30	$426,260	19,132	+2.3%	Shares	Sole	2024-07-16
2024-03-31	$396,627	18,700	+1.1%	Shares	Sole	2024-04-15
2023-12-31	$378,839	18,498	+60.8%	Shares	Sole	2024-01-30
2023-09-30	$228,163	11,506	—	Shares	Sole	2023-11-13
No filing history on record for this holder in this stock.