Essential Investment Partners LLC’s PIMCO Dynamic Income Fund PDI Stock Holding History

Essential Investment Partners LLC’s Portfolio PDI Stock Details PDI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$498K	Sell	29,831 -186	-0.6%	-$3.16K	0.4%	57
2026 Q1	$514K	Sell	30,017 -25,976	-46%	-$468K	0.48%	53
2025 Q4	$992K	Buy	+55,993	New	+$1.03M	0.93%	35

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Wealth Care LLC Merritt Island, Florida $123M AUM

Wealth Enhancement Advisory Services

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Smith Asset Management Chiefland, Florida $127M AUM 5.85% 1-Year Est. Return

Bay Colony Advisors Concord, Massachusetts $903M AUM 33.67% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return