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Mid-American Wealth Advisory Group, Inc. → PDI

Mid-American Wealth Advisory Group, Inc. PDI Position History

PIMCO Dynamic Income Fund • Financial Services

Quarters held
20
Latest value
$2.5M
Q3 2026
Peak value
$31.4M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$12.9M
Q4 2025$2.3M
Q4 2025$31.4M
Q4 2025$763K
Q4 2025$7.1M
Q1 2026$12.9M
Q1 2026$2.3M
Q1 2026$31.4M
Q1 2026$763K
Q1 2026$7.1M
Q2 2026$17.9M
Q2 2026$12.7M
Q2 2026$29.4M
Q2 2026$2.9M
Q2 2026$3M
Q3 2026$19.8M
Q3 2026$14.8M
Q3 2026$28M
Q3 2026$3.2M
Q3 2026$2.5M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$2.5M45.9K——
Q3 2026$3.2M31.8K——
Q3 2026$28M309.8K——
Q3 2026$14.8M581.9K——
Q3 2026$19.8M195.7K——
Q2 2026$3M47.4K——
Q2 2026$2.9M28.4K——
Q2 2026$29.4M314.6K——
Q2 2026$12.7M477.5K——
Q2 2026$17.9M177.7K——
Q1 2026$7.1M110.0K——
Q1 2026$763K7.6K——
Q1 2026$31.4M331.5K——
Q1 2026$2.3M86.7K——
Q1 2026$12.9M128.2K——
Q4 2025$7.1M110.0K——
Q4 2025$763K7.6K——
Q4 2025$31.4M331.5K——
Q4 2025$2.3M86.7K——
Q4 2025$12.9M128.2K——

Other funds holding PDI

Other Mid-American Wealth Advisory Group, Inc. positions

STT-PG

SPDR SERIES TRUST

$8.3M
STT-PG

SPDR SERIES TRUST

$7.7M
STT-PG

SPDR SERIES TRUST

$7.5M
STT-PG

SPDR SERIES TRUST

$7.5M
TMO

NEOS ETF TRUST

$6.1M
NVDA

NVIDIA CORPORATION

$5M
BX

VANGUARD SPECIALIZED FUNDS

$4.6M
BX

VANGUARD SPECIALIZED FUNDS

$4.6M