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Pimco Dynamic Incm Fund shares owned by Eq Wealth Advisors

Quarter-by-quarter ownership of Pimco Dynamic Incm Fund (PDI) shares owned by Eq Wealth Advisors from 13F filings

Historical chart of Eq Wealth Advisors investment in Pimco Dynamic Incm Fund

Tip: Access up to 7 years of quarterly data

All positions including Pimco Dynamic Incm Fund held by Eq Wealth 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 Eq Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $18 1 18.00
2025-06-30 $19 1 19.00
2025-03-31 $41k 2.1k 19.80

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Capital Group U.s. Multi-sector Income Etf Etf (CGMS)
Pimco Multisector Bond Active Exchange-traded Fund Etf (PYLD)
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)
Schwab Us Tips Etf Etf (SCHP)
Capital Group Growth Etf Etf (CGGR)
Dimensional International Value Etf Etf (DFIV)
Vanguard Total International Bond Etf Etf (BNDX)
Dimensional International Small Cap Value Etf Etf (DISV)
Dimensional Us Small Cap Value Etf Etf (DFSV)
Schwab Fundamental U.s. Large Company Etf Etf (FNDX)
Capital Group Municipal Income Etf Etf (CGMU)
Ishares Gold Trust Etf (IAU)
Vanguard International Dividend Appreciation Etf Etf (VIGI)
Dimensional Emerging Markets Value Etf Etf (DFEV)
Capital Group Short Duration Income Etf Etf (CGSD)

View all positions for Eq Wealth Advisors

Top funds holding Pimco Dynamic Incm Fund

LPL Financial
Wells Fargo & Company
J.w. Cole Advisors
Cetera Investment Advisers
UBS Group
PFG Investments
Advisor Group Holdings
Royal Bank of Canada
Raymond James Financial
Commonwealth Equity Services
Logan Stone Capital
TD Waterhouse Canada
Cohen & Steers Capital Management
Cambridge Investment Research Advisors
Private Advisor

View all funds holding Pimco Dynamic Incm Fund