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 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

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

Belpointe Asset Management's PDO Position: Q2 2026 in Review

Belpointe Asset Management increased its PIMCO Dynamic Income Opportunities Fund (PDO) stake by 53% in Q2 2026, buying an estimated $741K and bringing the position to 163,917 shares worth $2.17M. The position accounts for 0.07% of the portfolio, ranked #255.

Belpointe Asset Management first reported a position in PDO in Q1 2023 and has held it in 14 quarters since. 135 funds tracked by Wall St. Rank hold PDO as of Q2 2026.

Belpointe Asset Management held 163,917 shares of PIMCO Dynamic Income Opportunities Fund worth $2.17M as of Q2 2026.
Belpointe Asset Management bought 56,545 PIMCO Dynamic Income Opportunities Fund shares in Q2 2026, an estimated $741K.
PIMCO Dynamic Income Opportunities Fund made up 0.07% of Belpointe Asset Management's portfolio in Q2 2026, its #255 holding.
Belpointe Asset Management first reported a position in PIMCO Dynamic Income Opportunities Fund in Q1 2023 and has held it in 14 quarters since.
135 funds tracked by Wall St. Rank held PIMCO Dynamic Income Opportunities Fund as of Q2 2026.

Based on Belpointe Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.