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SOA Wealth Advisors, LLC.

SEC CIK
0001849444
Latest filing
Jul 21, 2026

PDI holding history

PIMCO Dynamic Income Fund in every 13F filed by SOA Wealth Advisors, LLC., including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

PDI overviewAll 13F holders of PDIFull Q2 2026 holdings

Shares (Q3 2023)
0
Sold out in Q3 2023
Value
$0
% of portfolio
0.0%
Quarters held
7
Since Q4 2021
Holdings of PDI by SOA Wealth Advisors, LLC., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20230$00.0%−163−100.0%Sold outHolders
Q2 2023163$3.06K<0.1%00.0%UnchangedHolders
Q1 2023163$2.94K<0.1%00.0%UnchangedHolders
Q4 2022163$3.01K<0.1%00.0%UnchangedHolders
Q3 2022163$3.00K<0.1%00.0%UnchangedHolders
Q2 2022163$3.00K<0.1%00.0%UnchangedHolders
Q1 2022163$3.00K<0.1%00.0%UnchangedHolders
Q4 2021163$4.00K<0.1%+163NewHolders