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Pimco Dynamic Incm Fund shares owned by First Heartland Consultants

Quarter-by-quarter ownership of Pimco Dynamic Incm Fund (PDI) shares owned by First Heartland Consultants from 13F filings

Historical chart of First Heartland Consultants investment in Pimco Dynamic Incm Fund

Tip: Access up to 7 years of quarterly data

All positions including Pimco Dynamic Incm Fund held by First Heartland Consultants consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Pimco Dynamic Incm Fund by First Heartland Consultants

Quarter filed Position value Share count Share price at filing
2024-09-30 $237k 12k 20.31
2023-03-31 $6.0M 333k 18.02
2022-12-31 $5.2M 282k 18.48

More positions owned by First Heartland Consultants

Etf Ser Solutions Aptus Collared (ACIO)
Spdr Series Trust Portfolio Lr Etf (SPLG)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr S&p 500 Etf Tr Unit Ser 1 S&p (SPY)
Vanguard Bd Index Short Trm Bond (BSV)
Ishares S&p 500 Grwt Etf (IVW)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
Etf Ser Solutions Opus Sml Cp Vl (OSCV)
Vanguard Index Fds Growth Etf (VUG)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Apple (AAPL)
Etf Ser Solutions Aptus Defined (DRSK)

View all positions for First Heartland Consultants

Top funds holding Pimco Dynamic Incm Fund

Bank of America Corporation
LPL Financial
Atria Wealth Solutions
UBS Group
Cohen & Steers Capital Management
Royal Bank of Canada
PFG Investments
Advisor Group Holdings
TD Waterhouse Canada
Cetera Investment Advisers
Commonwealth Equity Services
Cambridge Investment Research Advisors
SOL Capital Management
Raymond James Financial Services Advisors
California Capital Advisors

View all funds holding Pimco Dynamic Incm Fund