BWM
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Buska Wealth Management’s PIMCO Dynamic Income Opportunities Fund PDO Stock Holding History

Buska Wealth 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 		– Sell
-13,733
Closed -$182K – 81
2026
Q2 		$182K Sell
13,733
-7,414
-35% -$97.2K 0.07% 80
2026
Q1 		$273K Sell
21,147
-691
-3% -$9.47K 0.11% 60
2025
Q4 		$302K Buy
21,838
+5,057
+30% +$70.3K 0.11% 55
2025
Q3 		$237K Buy
+16,781
New +$230K 0.07% 63

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
BA
Ballew Advisors Jackson, Mississippi $201M AUM 10.31% 1-Year Est. Return
CWM
Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return

Buska Wealth Management's PDO Position: Q3 2026 in Review

Buska Wealth Management sold out of PIMCO Dynamic Income Opportunities Fund (PDO) in Q3 2026, closing a stake of 13,733 shares — an estimated $182K sold.

Buska Wealth Management first reported a position in PDO in Q3 2025 and held it in 4 quarters. The position peaked at $302K in Q4 2025. 14 funds tracked by Wall St. Rank hold PDO as of Q3 2026.

  • Buska Wealth Management reported no remaining PIMCO Dynamic Income Opportunities Fund position as of Q3 2026 after selling out during the quarter.
  • Buska Wealth Management sold 13,733 PIMCO Dynamic Income Opportunities Fund shares in Q3 2026, an estimated $182K.
  • Buska Wealth Management first reported a position in PIMCO Dynamic Income Opportunities Fund in Q3 2025 and held it in 4 quarters.
  • Buska Wealth Management's PIMCO Dynamic Income Opportunities Fund position peaked at $302K in Q4 2025.
  • 14 funds tracked by Wall St. Rank held PIMCO Dynamic Income Opportunities Fund as of Q3 2026.

Based on Buska Wealth Management's 13F filing for Q3 2026, filed 8 Oct 2026.