Belpointe Asset Management’s PIMCO Dynamic Income Opportunities Fund PDO Stock Holding History

Belpointe Asset 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 Q1	$1.39M	Sell	107,372 -10,370	-9%	-$142K	0.05%	340
2025 Q4	$1.63M	Sell	117,742 -9,323	-7%	-$130K	0.06%	271
2025 Q3	$1.79M	Buy	127,065 +20,676	+19%	+$283K	0.07%	246
2025 Q2	$1.43M	Sell	106,389 -14,045	-12%	-$187K	0.06%	261
2025 Q1	$1.67M	Sell	120,434 -3,605	-3%	-$49.8K	0.09%	217
2024 Q4	$1.71M	Sell	124,039 -810	-0.6%	-$11.1K	0.1%	195
2024 Q3	$1.76M	Buy	124,849 +2,878	+2%	+$39K	0.11%	188
2024 Q2	$1.62M	Buy	121,971 +5,161	+4%	+$67.8K	0.11%	179
2024 Q1	$1.54M	Buy	116,810 +74,058	+173%	+$958K	0.12%	172
2023 Q4	$523K	Buy	42,752 +12,420	+41%	+$145K	0.05%	356
2023 Q3	$360K	Buy	30,332 +20,332	+203%	+$259K	0.04%	420
2023 Q2	$131K	Sell	10,000 -2,280	-19%	-$29.2K	0.01%	586
2023 Q1	$152K	Buy	+12,280	New	+$165K	0.01%	1075

Other funds holding PDO

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Belpointe Asset Management's PDO Position: Q1 2026 in Review

Belpointe Asset Management reduced its PIMCO Dynamic Income Opportunities Fund (PDO) stake by 8.8% in Q1 2026, selling an estimated $142K and leaving 107,372 shares worth $1.39M. The position accounts for 0.05% of the portfolio, ranked #340.

Belpointe Asset Management first reported a position in PDO in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.79M in Q3 2025. 135 funds tracked by Wall St. Rank hold PDO as of Q1 2026.

Belpointe Asset Management held 107,372 shares of PIMCO Dynamic Income Opportunities Fund worth $1.39M as of Q1 2026.
Belpointe Asset Management sold 10,370 PIMCO Dynamic Income Opportunities Fund shares in Q1 2026, an estimated $142K.
PIMCO Dynamic Income Opportunities Fund made up 0.05% of Belpointe Asset Management's portfolio in Q1 2026, its #340 holding.
Belpointe Asset Management first reported a position in PIMCO Dynamic Income Opportunities Fund in Q1 2023 and has held it in 13 quarters since.
Belpointe Asset Management's PIMCO Dynamic Income Opportunities Fund position peaked at $1.79M in Q3 2025.
135 funds tracked by Wall St. Rank held PIMCO Dynamic Income Opportunities Fund as of Q1 2026.

Based on Belpointe Asset Management's 13F filing for Q1 2026, filed 28 Apr 2026.