Global Wealth Strategies & Associates’s PIMCO Dynamic Income Fund PDI Stock Holding History

Global Wealth Strategies & Associates’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	–	Sell	-5,629	Closed	-$96.3K	–	341
2026 Q1	$96.3K	Hold	5,629	–	–	0.02%	116
2025 Q4	$99.7K	Sell	5,629 -3,381	-38%	-$62K	0.02%	100
2025 Q3	$178K	Buy	+9,010	New	+$175K	0.05%	71

Other funds holding PDI

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

Global Wealth Strategies & Associates's PDI Position: Q2 2026 in Review

Global Wealth Strategies & Associates sold out of PIMCO Dynamic Income Fund (PDI) in Q2 2026, closing a stake of 5,629 shares — an estimated $96.3K sold.

Global Wealth Strategies & Associates first reported a position in PDI in Q3 2025 and held it in 3 quarters. The position peaked at $178K in Q3 2025. 375 funds tracked by Wall St. Rank hold PDI as of Q2 2026.

Global Wealth Strategies & Associates reported no remaining PIMCO Dynamic Income Fund position as of Q2 2026 after selling out during the quarter.
Global Wealth Strategies & Associates sold 5,629 PIMCO Dynamic Income Fund shares in Q2 2026, an estimated $96.3K.
Global Wealth Strategies & Associates first reported a position in PIMCO Dynamic Income Fund in Q3 2025 and held it in 3 quarters.
Global Wealth Strategies & Associates's PIMCO Dynamic Income Fund position peaked at $178K in Q3 2025.
375 funds tracked by Wall St. Rank held PIMCO Dynamic Income Fund as of Q2 2026.

Based on Global Wealth Strategies & Associates's 13F filing for Q2 2026, filed 1 Jul 2026.