Allworth Financial’s PIMCO Dynamic Income Opportunities Fund PDO Stock Holding History

Allworth Financial’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	-1,029	Closed	-$13.3K	–	5336
2026 Q1	$13.3K	Hold	1,029	–	–	﹤0.01%	3295
2025 Q4	$14.2K	Sell	1,029 -2,204	-68%	-$30.7K	﹤0.01%	3019
2025 Q3	$45.6K	Buy	3,233 +2,213	+217%	+$30.3K	﹤0.01%	2157
2025 Q2	$13.8K	Buy	1,020 +1,007	+7,746%	+$13.4K	﹤0.01%	2741
2025 Q1	$177	Hold	13	–	–	﹤0.01%	3900
2024 Q4	$176	Buy	+13	New	+$178	﹤0.01%	3806

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

Allworth Financial's PDO Position: Q2 2026 in Review

Allworth Financial sold out of PIMCO Dynamic Income Opportunities Fund (PDO) in Q2 2026, closing a stake of 1,029 shares — an estimated $13.3K sold.

Allworth Financial first reported a position in PDO in Q4 2024 and held it in 6 quarters. The position peaked at $45.6K in Q3 2025. 136 funds tracked by Wall St. Rank hold PDO as of Q2 2026.

Allworth Financial reported no remaining PIMCO Dynamic Income Opportunities Fund position as of Q2 2026 after selling out during the quarter.
Allworth Financial sold 1,029 PIMCO Dynamic Income Opportunities Fund shares in Q2 2026, an estimated $13.3K.
Allworth Financial first reported a position in PIMCO Dynamic Income Opportunities Fund in Q4 2024 and held it in 6 quarters.
Allworth Financial's PIMCO Dynamic Income Opportunities Fund position peaked at $45.6K in Q3 2025.
136 funds tracked by Wall St. Rank held PIMCO Dynamic Income Opportunities Fund as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.