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Pimco Dynamic Incm Fund shares owned by Flatrock Wealth Partners

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

Historical chart of Flatrock Wealth Partners investment in Pimco Dynamic Incm Fund

Tip: Access up to 7 years of quarterly data

All positions including Pimco Dynamic Incm Fund held by Flatrock Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Pimco Dynamic Incm Fund by Flatrock Wealth Partners

Quarter filed Position value Share count Share price at filing
2026-03-31 $281k 16k 17.33

More positions owned by Flatrock Wealth Partners

Apple (AAPL)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Schwab Strategic Tr Fundamental Intl (FNDF)
Pimco Etf Tr Sr Ln Active Etf (LONZ)
Caretrust Reit (CTRE)
Spdr Series Trust State Street Spd (SPIB)
Spdr Series Trust State Street Spd (BIL)
Ea Series Trust Alpha Arch 1-3 (BOXX)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Schwab Strategic Tr Fundamental Us L (FNDX)
Vanguard World Energy Etf (VDE)
Ea Series Trust Alpha Architect (AAEQ)
NVIDIA Corporation (NVDA)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)

View all positions for Flatrock Wealth Partners

Top funds holding Pimco Dynamic Incm Fund

LPL Financial
Rivernorth Capital Management
Wells Fargo & Company
UBS Group
Cetera Investment Advisers
PFG Investments
Advisor Group Holdings
Raymond James Financial
Estate Planners Group
Logan Stone Capital
TD Waterhouse Canada
Cambridge Investment Research Advisors
Cohen & Steers Capital Management
Private Advisor
Mission Hills Financial Advisory

View all funds holding Pimco Dynamic Incm Fund