Institute for Wealth Management’s PIMCO Dynamic Income Fund PDI Stock Holding History

Institute for Wealth Management’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	$105K	Buy	+6,294	New	+$107K	0.01%	669
2025 Q4	–	Sell	-12,257	Closed	-$243K	–	580
2025 Q3	$243K	Buy	12,257 +52	+0.4%	+$1.01K	0.03%	506
2025 Q2	$232K	Buy	12,205 +50	+0.4%	+$930	0.03%	504
2025 Q1	$241K	Buy	+12,155	New	+$237K	0.03%	469
2020 Q3	–	Sell	-22,298	Closed	-$551K	–	438
2020 Q2	$551K	Buy	22,298 +2,101	+10%	+$50.1K	0.13%	210
2020 Q1	$446K	Buy	20,197 +2,775	+16%	+$83.2K	0.14%	204
2019 Q4	$565K	Buy	17,422 +1,193	+7%	+$39.4K	0.13%	227
2019 Q3	$528K	Buy	16,229 +9,408	+138%	+$300K	0.13%	225
2019 Q2	$219K	Buy	6,821 +67	+1%	+$2.15K	0.05%	415
2019 Q1	$217K	Buy	+6,754	New	+$213K	0.05%	399

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

Institute for Wealth Management's PDI Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in PIMCO Dynamic Income Fund (PDI) in Q2 2026: 6,294 shares worth $105K. The stake represents 0.01% of the portfolio and ranks #669 among its holdings. This is a return to the name: Institute for Wealth Management previously reported a position in PDI as recently as Q3 2025.

Institute for Wealth Management first reported a position in PDI in Q1 2019 and has held it in 10 quarters since. The position peaked at $565K in Q4 2019. 376 funds tracked by Wall St. Rank hold PDI as of Q2 2026.

Institute for Wealth Management held 6,294 shares of PIMCO Dynamic Income Fund worth $105K as of Q2 2026.
PIMCO Dynamic Income Fund was a new Institute for Wealth Management position in Q2 2026.
PIMCO Dynamic Income Fund made up 0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #669 holding.
Institute for Wealth Management first reported a position in PIMCO Dynamic Income Fund in Q1 2019 and has held it in 10 quarters since.
Institute for Wealth Management's PIMCO Dynamic Income Fund position peaked at $565K in Q4 2019.
376 funds tracked by Wall St. Rank held PIMCO Dynamic Income Fund as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.