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Strategic Advocates LLC → PDI

Strategic Advocates LLC PDI Position History

PIMCO Dynamic Income Fund • Financial Services

Quarters held
5
Latest value
$451K
Q3 2026
Peak value
$7.3M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$5.5M
Q4 2025$7.3M
Q1 2026$367K
Q2 2026$356K
Q3 2026$451K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$451K5.0K——
Q2 2026$356K3.8K——
Q1 2026$367K3.9K——
Q4 2025$7.3M76.1K——
Q3 2025$5.5M57.8K——

Other funds holding PDI

Other Strategic Advocates LLC positions

QQQ

INVESCO QQQ TRUST SERIES I

$36.2M
STT-PG

STATE STREET SPDR S&P KENSHO NEW ECONOMIES COMPOSITE ETF

$35.5M
STT-PG

STATE STREET SPDR S&P KENSHO NEW ECONOMIES COMPOSITE ETF

$35.3M
QQQ

INVESCO QQQ TRUST SERIES I

$34M
IVZ

INVESCO S&P 500 PURE VALUE ETF

$30M
VGES

VANGUARD INTERMEDIATE-TERM BOND ETF

$28.4M
VGES

VANGUARD INTERMEDIATE-TERM BOND ETF

$28.4M
IVZ

INVESCO S&P 500 PURE VALUE ETF

$27.4M
Strategic Advocates LLC PDI Holdings: 13F Position History | Track13F