Belpointe Asset Management
PDO icon

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
Q3 		$1.9M Sell
160,150
-3,767
-2% -$47.8K 0.05% 338
2026
Q2 		$2.17M Buy
163,917
+56,545
+53% +$741K 0.07% 255
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

UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Sit Investment Associates
Sit Investment Associates Minneapolis, Minnesota $5.22B AUM 5.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Integrity Wealth Partners
Integrity Wealth Partners Walnut Creek, California $129M AUM
Private Advisor Group
Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return
Leavell Investment Management
Leavell Investment Management Mobile, Alabama $2.86B AUM 18.95% 1-Year Est. Return

Belpointe Asset Management's PDO Position: Q3 2026 in Review

Belpointe Asset Management reduced its PIMCO Dynamic Income Opportunities Fund (PDO) stake by 2.3% in Q3 2026, selling an estimated $47.8K and leaving 160,150 shares worth $1.9M. The position accounts for 0.05% of the portfolio, ranked #338.

Belpointe Asset Management first reported a position in PDO in Q1 2023 and has held it in 15 quarters since. The position peaked at $2.17M in Q2 2026. 113 funds tracked by Wall St. Rank hold PDO as of Q3 2026.

  • Belpointe Asset Management held 160,150 shares of PIMCO Dynamic Income Opportunities Fund worth $1.9M as of Q3 2026.
  • Belpointe Asset Management sold 3,767 PIMCO Dynamic Income Opportunities Fund shares in Q3 2026, an estimated $47.8K.
  • PIMCO Dynamic Income Opportunities Fund made up 0.05% of Belpointe Asset Management's portfolio in Q3 2026, its #338 holding.
  • Belpointe Asset Management first reported a position in PIMCO Dynamic Income Opportunities Fund in Q1 2023 and has held it in 15 quarters since.
  • Belpointe Asset Management's PIMCO Dynamic Income Opportunities Fund position peaked at $2.17M in Q2 2026.
  • 113 funds tracked by Wall St. Rank held PIMCO Dynamic Income Opportunities Fund as of Q3 2026.

Based on Belpointe Asset Management's 13F filing for Q3 2026, filed 9 Nov 2026.