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PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s PIMCO Dynamic Income Fund PDI Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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 		$45.6K Buy
+2,730
New +$46.4K 0.01% 333

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Envestnet Asset Management
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IFG
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PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s PDI Position: Q2 2026 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. opened a new position in PIMCO Dynamic Income Fund (PDI) in Q2 2026: 2,730 shares worth $45.6K. The stake represents 0.01% of the portfolio and ranks #333 among its holdings.

231 funds tracked by Wall St. Rank hold PDI as of Q2 2026.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. held 2,730 shares of PIMCO Dynamic Income Fund worth $45.6K as of Q2 2026.
  • PIMCO Dynamic Income Fund was a new PENSION & WEALTH MANAGEMENT ADVISORS, INC. position in Q2 2026.
  • PIMCO Dynamic Income Fund made up 0.01% of PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s portfolio in Q2 2026, its #333 holding.
  • 231 funds tracked by Wall St. Rank held PIMCO Dynamic Income Fund as of Q2 2026.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2026, filed 7 Aug 2026.