Back to PDI

RETIREMENT GUYS FORMULA LLC → PDI

RETIREMENT GUYS FORMULA LLC PDI Position History

PIMCO Dynamic Income Fund • Financial Services

Quarters held
2
Latest value
$4.8M
Q3 2026
Peak value
$4.8M
First seen
Q2 2026

Dollar value over time

Show data table
PeriodPosition value
Q2 2026$4.5M
Q3 2026$4.8M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$4.8M188.9K——
Q2 2026$4.5M168.0K——

Other funds holding PDI

Other RETIREMENT GUYS FORMULA LLC positions

JPM-PM

J P MORGAN EXCHANGE TRADED F

$15.5M
JPM-PM

J P MORGAN EXCHANGE TRADED F

$15.2M
JPM-PM

J P MORGAN EXCHANGE TRADED F

$12.1M
JPM-PM

J P MORGAN EXCHANGE TRADED F

$9M
QQQ

INVESCO QQQ TR

$6.7M
QQQ

INVESCO QQQ TR

$6.7M
SCHW-PJ

SCHWAB STRATEGIC TR

$6.3M
AAPL

APPLE INC

$6.2M