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Pimco Dynamic Incm Fund shares owned by Estate Planners Group

Quarter-by-quarter ownership of Pimco Dynamic Incm Fund (PDI) shares owned by Estate Planners Group from 13F filings

Historical chart of Estate Planners Group investment in Pimco Dynamic Incm Fund

Tip: Access up to 7 years of quarterly data

All positions including Pimco Dynamic Incm Fund held by Estate Planners Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Pimco Dynamic Incm Fund by Estate Planners Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $23M 1.3M 17.71

More positions owned by Estate Planners Group

Guggenheim Strategic Opportu Com Sbi (GOF)
Pimco Dynamic Income SHS (PDI)
Series Portfolios Tr Eldridge Bbb B (CLOZ)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ares Capital Corporation (ARCC)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Neos Etf Trust Nasdaq 100 High (QQQI)
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)
Etf Ser Solutions Defiance Quantum (QTUM)
Amazon (AMZN)
Neos Etf Trust Bitcoin High Inc (BTCI)
NVIDIA Corporation (NVDA)
Listed Fds Tr Roundhill Magnif (MAGS)
Meta Platforms Cl A (META)

View all positions for Estate Planners Group

Top funds holding Pimco Dynamic Incm Fund

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

View all funds holding Pimco Dynamic Incm Fund