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Ballew Advisors’s PIMCO Dynamic Income Opportunities Fund PDO Stock Holding History

Ballew Advisors’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 		$128K Buy
10,533
+443
+4% +$5.62K 0.06% 128
2026
Q2 		$134K Buy
+10,090
New +$132K 0.07% 127

Other funds holding PDO

VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
GP
Gridiron Partners Wexford, Pennsylvania $199M AUM 3.12% 1-Year Est. Return
MWM
Meadowbrook Wealth Management Garden City, New York $95.4M AUM 31.96% 1-Year Est. Return
CA
Crumly & Associates Springfield, Illinois $563M AUM 13.12% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return
CWM
Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return
MSA
McAlister Sweet & Associates Houston, Texas $158M AUM 19.09% 1-Year Est. Return

Ballew Advisors's PDO Position: Q3 2026 in Review

Ballew Advisors increased its PIMCO Dynamic Income Opportunities Fund (PDO) stake by 4.4% in Q3 2026, buying an estimated $5.62K and bringing the position to 10,533 shares worth $128K. The position accounts for 0.06% of the portfolio, ranked #128.

Ballew Advisors first reported a position in PDO in Q2 2026 and has held it in 2 quarters since. The position peaked at $134K in Q2 2026. 14 funds tracked by Wall St. Rank hold PDO as of Q3 2026.

  • Ballew Advisors held 10,533 shares of PIMCO Dynamic Income Opportunities Fund worth $128K as of Q3 2026.
  • Ballew Advisors bought 443 PIMCO Dynamic Income Opportunities Fund shares in Q3 2026, an estimated $5.62K.
  • PIMCO Dynamic Income Opportunities Fund made up 0.06% of Ballew Advisors's portfolio in Q3 2026, its #128 holding.
  • Ballew Advisors first reported a position in PIMCO Dynamic Income Opportunities Fund in Q2 2026 and has held it in 2 quarters since.
  • Ballew Advisors's PIMCO Dynamic Income Opportunities Fund position peaked at $134K in Q2 2026.
  • 14 funds tracked by Wall St. Rank held PIMCO Dynamic Income Opportunities Fund as of Q3 2026.

Based on Ballew Advisors's 13F filing for Q3 2026, filed 5 Oct 2026.