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Pimco Dynamic Incm Fund shares owned by Intentional Wealth Strategies

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

Historical chart of Intentional Wealth Strategies investment in Pimco Dynamic Incm Fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Pimco Dynamic Incm Fund by Intentional Wealth Strategies

Quarter filed Position value Share count Share price at filing
2026-03-31 $34k 2.0k 17.11

More positions owned by Intentional Wealth Strategies

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Bny Mellon Etf Trust Ii Dynamic Value (BKDV)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Blackrock Etf Trust Ishares Us Thema (THRO)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Blackrock Etf Trust Ishares A I Inno (BAI)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Index Fds Extend Mkt Etf (VXF)
Ishares Gold Tr Ishares New (IAU)
Ishares Tr Core Msci Total (IXUS)
Blackrock Etf Trust Ii Ishares Flexible (BINC)
New York Life Investments Et Nyli Ftse Intern (HFXI)
Ishares Tr Eafe Value Etf (EFV)

View all positions for Intentional Wealth Strategies

Top funds holding Pimco Dynamic Incm Fund

Morgan Stanley
LPL Financial
Bank of America Corporation
Cetera Investment Advisers
UBS Group
Wells Fargo & Company
Royal Bank of Canada
PFG Investments
Advisor Group Holdings
Raymond James Financial
Estate Planners Group
TD Waterhouse Canada
Cambridge Investment Research Advisors
Cohen & Steers Capital Management
Private Advisor

View all funds holding Pimco Dynamic Incm Fund