Cambridge Investment Research Advisors
PDO

Cambridge Investment Research Advisors’s PIMCO Dynamic Income Opportunities Fund PDO Stock Holding History

Cambridge Investment Research 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
Q2 		$2.44M Sell
184,763
-3,060
-2% -$40.1K 0.01% 1411
2026
Q1 		$2.43M Buy
187,823
+46,828
+33% +$642K 0.01% 1457
2025
Q4 		$1.95M Sell
140,995
-5,912
-4% -$82.2K 0.01% 1544
2025
Q3 		$2.07M Sell
146,907
-4,747
-3% -$65.1K 0.01% 1481
2025
Q2 		$2.04M Buy
151,654
+4,239
+3% +$56.6K 0.01% 1419
2025
Q1 		$2.05M Buy
147,415
+15,706
+12% +$217K 0.01% 1323
2024
Q4 		$1.79M Sell
131,709
-20,751
-14% -$284K 0.01% 1437
2024
Q3 		$2.15M Buy
152,460
+46,968
+45% +$636K 0.01% 1291
2024
Q2 		$1.4M Sell
105,492
-8,366
-7% -$110K 0.01% 1538
2024
Q1 		$1.5M Buy
113,858
+15,776
+16% +$204K 0.01% 1454
2023
Q4 		$1.2M Buy
98,082
+36,258
+59% +$424K 0.01% 1530
2023
Q3 		$734K Sell
61,824
-19
-0% -$242 ﹤0.01% 1777
2023
Q2 		$808K Buy
61,843
+2,559
+4% +$32.8K ﹤0.01% 1760
2023
Q1 		$735K Sell
59,284
-90,436
-60% -$1.22M ﹤0.01% 1787
2022
Q4 		$1.91M Sell
149,720
-48,693
-25% -$671K 0.01% 1095
2022
Q3 		$2.62M Buy
198,413
+22,182
+13% +$328K 0.01% 897
2022
Q2 		$2.44M Buy
176,231
+2,415
+1% +$37.3K 0.01% 952
2022
Q1 		$2.95M Buy
173,816
+66,569
+62% +$1.19M 0.01% 929
2021
Q4 		$2.1M Buy
107,247
+68,989
+180% +$1.42M 0.01% 1116
2021
Q3 		$803K Buy
38,258
+9,252
+32% +$199K ﹤0.01% 1702
2021
Q2 		$672K Buy
+29,006
New +$608K ﹤0.01% 1829

Other funds holding PDO

LIM
Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.6B AUM 30.03% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
TCM
Triumph Capital Management Denver, Colorado $552M AUM 20.75% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Cambridge Investment Research Advisors's PDO Position: Q2 2026 in Review

Cambridge Investment Research Advisors reduced its PIMCO Dynamic Income Opportunities Fund (PDO) stake by 1.6% in Q2 2026, selling an estimated $40.1K and leaving 184,763 shares worth $2.44M. The position accounts for 0.01% of the portfolio, ranked #1411.

Cambridge Investment Research Advisors first reported a position in PDO in Q2 2021 and has held it in 21 quarters since. The position peaked at $2.95M in Q1 2022. 44 funds tracked by Wall St. Rank hold PDO as of Q2 2026.

  • Cambridge Investment Research Advisors held 184,763 shares of PIMCO Dynamic Income Opportunities Fund worth $2.44M as of Q2 2026.
  • Cambridge Investment Research Advisors sold 3,060 PIMCO Dynamic Income Opportunities Fund shares in Q2 2026, an estimated $40.1K.
  • PIMCO Dynamic Income Opportunities Fund made up 0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #1411 holding.
  • Cambridge Investment Research Advisors first reported a position in PIMCO Dynamic Income Opportunities Fund in Q2 2021 and has held it in 21 quarters since.
  • Cambridge Investment Research Advisors's PIMCO Dynamic Income Opportunities Fund position peaked at $2.95M in Q1 2022.
  • 44 funds tracked by Wall St. Rank held PIMCO Dynamic Income Opportunities Fund as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.