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

AE 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 		$280K Buy
21,148
+5,646
+36% +$74K ﹤0.01% 1528
2026
Q1 		$200K Buy
15,502
+472
+3% +$6.47K ﹤0.01% 1601
2025
Q4 		$208K Buy
15,030
+809
+6% +$11.3K ﹤0.01% 1506
2025
Q3 		$201K Buy
14,221
+874
+7% +$12K ﹤0.01% 1403
2025
Q2 		$180K Buy
+13,347
New +$178K ﹤0.01% 1338

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

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

AE Wealth Management increased its PIMCO Dynamic Income Opportunities Fund (PDO) stake by 36% in Q2 2026, buying an estimated $74K and bringing the position to 21,148 shares worth $280K. The position accounts for ﹤0.01% of the portfolio, ranked #1528.

AE Wealth Management first reported a position in PDO in Q2 2025 and has held it in 5 quarters since. 135 funds tracked by Wall St. Rank hold PDO as of Q2 2026.

  • AE Wealth Management held 21,148 shares of PIMCO Dynamic Income Opportunities Fund worth $280K as of Q2 2026.
  • AE Wealth Management bought 5,646 PIMCO Dynamic Income Opportunities Fund shares in Q2 2026, an estimated $74K.
  • PIMCO Dynamic Income Opportunities Fund made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1528 holding.
  • AE Wealth Management first reported a position in PIMCO Dynamic Income Opportunities Fund in Q2 2025 and has held it in 5 quarters since.
  • 135 funds tracked by Wall St. Rank held PIMCO Dynamic Income Opportunities Fund as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.