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 Q3	$58.7K	Hold	4,945	–	–	0.01%	247
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

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Integrity Wealth Partners Walnut Creek, California $129M AUM

Cornerstone Advisory Hunt Valley, Maryland $1.29B AUM 13.16% 1-Year Est. Return

J.W. Cole Advisors Tampa, Florida $5.93B AUM 23.96% 1-Year Est. Return

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Activest Wealth Management's PDO Position: Q3 2026 in Review

Activest Wealth Management held its PIMCO Dynamic Income Opportunities Fund (PDO) position steady in Q3 2026 at 4,945 shares worth $58.7K. The position accounts for 0.01% of the portfolio, ranked #247.

Activest Wealth Management first reported a position in PDO in Q3 2025 and has held it in 5 quarters since. The position peaked at $68.4K in Q4 2025. 73 funds tracked by Wall St. Rank hold PDO as of Q3 2026.

Activest Wealth Management held 4,945 shares of PIMCO Dynamic Income Opportunities Fund worth $58.7K as of Q3 2026.
Activest Wealth Management left its PIMCO Dynamic Income Opportunities Fund share count unchanged in Q3 2026.
PIMCO Dynamic Income Opportunities Fund made up 0.01% of Activest Wealth Management's portfolio in Q3 2026, its #247 holding.
Activest Wealth Management first reported a position in PIMCO Dynamic Income Opportunities Fund in Q3 2025 and has held it in 5 quarters since.
Activest Wealth Management's PIMCO Dynamic Income Opportunities Fund position peaked at $68.4K in Q4 2025.
73 funds tracked by Wall St. Rank held PIMCO Dynamic Income Opportunities Fund as of Q3 2026.

Based on Activest Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.