Advisory Services Network’s PIMCO Dynamic Income Opportunities Fund PDO Stock Holding History

Advisory Services Network’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	–	Sell	-3,377	Closed	-$43.7K	–	3923
2026 Q1	$43.7K	Buy	+3,377	New	+$46.3K	﹤0.01%	2710
2025 Q4	–	Sell	-7,127	Closed	-$101K	–	3555
2025 Q3	$101K	Buy	+7,127	New	+$97.7K	﹤0.01%	2075
2024 Q1	–	Sell	-3,772	Closed	-$46.2K	–	3018
2023 Q4	$46.2K	Buy	+3,772	New	+$44.1K	﹤0.01%	2061
2023 Q2	–	Sell	-4,750	Closed	-$58.9K	–	3006
2023 Q1	$58.9K	Hold	4,750	–	–	﹤0.01%	1936
2022 Q4	$60.7K	Buy	+4,750	New	+$65.4K	﹤0.01%	1883

Other funds holding PDO

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cercano Management Bellevue, Washington $750M AUM 25.77% 1-Year Est. Return

Advisory Services Network's PDO Position: Q2 2026 in Review

Advisory Services Network sold out of PIMCO Dynamic Income Opportunities Fund (PDO) in Q2 2026, closing a stake of 3,377 shares — an estimated $43.7K sold.

Advisory Services Network first reported a position in PDO in Q4 2022 and held it in 5 quarters. The position peaked at $101K in Q3 2025. 136 funds tracked by Wall St. Rank hold PDO as of Q2 2026.

Advisory Services Network reported no remaining PIMCO Dynamic Income Opportunities Fund position as of Q2 2026 after selling out during the quarter.
Advisory Services Network sold 3,377 PIMCO Dynamic Income Opportunities Fund shares in Q2 2026, an estimated $43.7K.
Advisory Services Network first reported a position in PIMCO Dynamic Income Opportunities Fund in Q4 2022 and held it in 5 quarters.
Advisory Services Network's PIMCO Dynamic Income Opportunities Fund position peaked at $101K in Q3 2025.
136 funds tracked by Wall St. Rank held PIMCO Dynamic Income Opportunities Fund as of Q2 2026.

Based on Advisory Services Network's 13F filing for Q2 2026, filed 12 Aug 2026.