AWM
PDO

Activest Wealth Management’s PIMCO Dynamic Income Opportunities Fund PDO Stock Holding History

Activest Wealth Management’s Portfolio PDO Stock Details PDO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$65.4K Hold
4,945
– – 0.01% 235
2026
Q1 		$63.9K Hold
4,945
– – 0.01% 291
2025
Q4 		$68.4K Buy
4,945
+4,930
+32,867% +$68.6K 0.01% 276
2025
Q3 		$199 Buy
+15
New +$206 ﹤0.01% 1025

Other funds holding PDO

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CM
Cercano Management Bellevue, Washington $750M AUM 25.77% 1-Year Est. Return

Activest Wealth Management's PDO Position: Q2 2026 in Review

Activest Wealth Management held its PIMCO Dynamic Income Opportunities Fund (PDO) position steady in Q2 2026 at 4,945 shares worth $65.4K. The position accounts for 0.01% of the portfolio, ranked #235.

Activest Wealth Management first reported a position in PDO in Q3 2025 and has held it in 4 quarters since. The position peaked at $68.4K in Q4 2025. 135 funds tracked by Wall St. Rank hold PDO as of Q2 2026.

  • Activest Wealth Management held 4,945 shares of PIMCO Dynamic Income Opportunities Fund worth $65.4K as of Q2 2026.
  • Activest Wealth Management left its PIMCO Dynamic Income Opportunities Fund share count unchanged in Q2 2026.
  • PIMCO Dynamic Income Opportunities Fund made up 0.01% of Activest Wealth Management's portfolio in Q2 2026, its #235 holding.
  • Activest Wealth Management first reported a position in PIMCO Dynamic Income Opportunities Fund in Q3 2025 and has held it in 4 quarters since.
  • Activest Wealth Management's PIMCO Dynamic Income Opportunities Fund position peaked at $68.4K in Q4 2025.
  • 135 funds tracked by Wall St. Rank held PIMCO Dynamic Income Opportunities Fund as of Q2 2026.

Based on Activest Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.