Wealth Enhancement Advisory Services’s PIMCO Dynamic Income Fund PDI Stock Holding History

Wealth Enhancement Advisory Services’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	$2.92M	Buy	174,295 +96,397	+124%	+$1.64M	﹤0.01%	1336
2026 Q1	$1.36M	Sell	77,898 -32,600	-30%	-$587K	﹤0.01%	1613
2025 Q4	$2.01M	Sell	110,498 -24,432	-18%	-$448K	﹤0.01%	1516
2025 Q3	$2.69M	Buy	134,930 +1,039	+0.8%	+$20.1K	﹤0.01%	1277
2025 Q2	$2.56M	Sell	133,891 -14,542	-10%	-$271K	﹤0.01%	1232
2025 Q1	$2.94M	Sell	148,433 -13,328	-8%	-$260K	0.01%	1048
2024 Q4	$2.97M	Sell	161,761 -4,662	-3%	-$90.6K	0.01%	1002
2024 Q3	$3.37M	Sell	166,423 -40,239	-19%	-$771K	0.01%	851
2024 Q2	$3.89M	Buy	206,662 +7,098	+4%	+$136K	0.01%	761
2024 Q1	$3.85M	Buy	199,564 +47,896	+32%	+$910K	0.01%	735
2023 Q4	$2.72M	Sell	151,668 -29,640	-16%	-$510K	0.01%	795
2023 Q3	$3.13M	Buy	+181,308	New	+$3.34M	0.01%	697

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

Wealth Enhancement Advisory Services's PDI Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its PIMCO Dynamic Income Fund (PDI) stake by 124% in Q2 2026, buying an estimated $1.64M and bringing the position to 174,295 shares worth $2.92M. The position accounts for ﹤0.01% of the portfolio, ranked #1336.

Wealth Enhancement Advisory Services first reported a position in PDI in Q3 2023 and has held it in 12 quarters since. The position peaked at $3.89M in Q2 2024. 375 funds tracked by Wall St. Rank hold PDI as of Q2 2026.

Wealth Enhancement Advisory Services held 174,295 shares of PIMCO Dynamic Income Fund worth $2.92M as of Q2 2026.
Wealth Enhancement Advisory Services bought 96,397 PIMCO Dynamic Income Fund shares in Q2 2026, an estimated $1.64M.
PIMCO Dynamic Income Fund made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1336 holding.
Wealth Enhancement Advisory Services first reported a position in PIMCO Dynamic Income Fund in Q3 2023 and has held it in 12 quarters since.
Wealth Enhancement Advisory Services's PIMCO Dynamic Income Fund position peaked at $3.89M in Q2 2024.
375 funds tracked by Wall St. Rank held PIMCO Dynamic Income Fund as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.