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Pimco Dynamic Incm Fund shares owned by Merkkuri Wealth Advisors

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

Historical chart of Merkkuri 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 Merkkuri 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 Merkkuri Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $314k 16k 19.80
2025-06-30 $301k 16k 18.97
2025-03-31 $577k 29k 19.80
2024-12-31 $534k 29k 18.34
2024-09-30 $590k 29k 20.27
2024-06-30 $247k 13k 18.81

More positions owned by Merkkuri Wealth Advisors

Spdr Series Trust Portfolio S&p500 (SPLG)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr Core S&p Us Gwt (IUSG)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Tr Core S&p Mcp Etf (IJH)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core Msci Eafe (IEFA)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core Us Aggbd Et (AGG)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Janus Detroit Str Tr Henderson Securi (JSI)
First Tr Exchange Traded Buywrit Incm Etf (FTHI)
Ishares Tr S&p 500 Grwt Etf (IVW)

View all positions for Merkkuri Wealth Advisors

Top funds holding Pimco Dynamic Incm Fund

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

View all funds holding Pimco Dynamic Incm Fund