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Pimco Dynamic Incm Fund shares owned by J.w. Cole Advisors

Quarter-by-quarter ownership of Pimco Dynamic Incm Fund (PDI) shares owned by J.w. Cole Advisors from 13F filings

Historical chart of J.w. Cole Advisors investment in Pimco Dynamic Incm Fund

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All positions including Pimco Dynamic Incm Fund held by J.w. Cole Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Pimco Dynamic Incm Fund by J.w. Cole Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $499k 28k 17.95
2023-09-30 $391k 23k 17.28
2022-03-31 $27k 37k 0.73

More positions owned by J.w. Cole Advisors

Apple (AAPL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p500 Etf (IVV)
Amazon (AMZN)
Ishares Tr Core Div Grwth (DGRO)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr S&p 500 Grwt Etf (IVW)
Select Sector Spdr Tr Technology (XLK)
Vanguard Index Fds Growth Etf (VUG)
NVIDIA Corporation (NVDA)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)

View all positions for J.w. Cole Advisors

Top funds holding Pimco Dynamic Incm Fund

Bank of America Corporation
UBS Group
Royal Bank of Canada
Advisor Group Holdings
Atria Wealth Solutions
Rivernorth Capital Management
SOL Capital Management
PFG Investments
TD Waterhouse Canada
Commonwealth Equity Services
Penserra Capital Management
Raymond James Financial Services Advisors
Wagner Wealth Management
Alliancebernstein
Cambridge Investment Research Advisors

View all funds holding Pimco Dynamic Incm Fund