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
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

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Cambridge Investment Research Advisors's PDO Position: Q1 2026 in Review

Cambridge Investment Research Advisors increased its PIMCO Dynamic Income Opportunities Fund (PDO) stake by 33% in Q1 2026, buying an estimated $642K and bringing the position to 187,823 shares worth $2.43M. The position accounts for 0.01% of the portfolio, ranked #1457.

Cambridge Investment Research Advisors first reported a position in PDO in Q2 2021 and has held it in 20 quarters since. The position peaked at $2.95M in Q1 2022. 135 funds tracked by Wall St. Rank hold PDO as of Q1 2026.

  • Cambridge Investment Research Advisors held 187,823 shares of PIMCO Dynamic Income Opportunities Fund worth $2.43M as of Q1 2026.
  • Cambridge Investment Research Advisors bought 46,828 PIMCO Dynamic Income Opportunities Fund shares in Q1 2026, an estimated $642K.
  • PIMCO Dynamic Income Opportunities Fund made up 0.01% of Cambridge Investment Research Advisors's portfolio in Q1 2026, its #1457 holding.
  • Cambridge Investment Research Advisors first reported a position in PIMCO Dynamic Income Opportunities Fund in Q2 2021 and has held it in 20 quarters since.
  • Cambridge Investment Research Advisors's PIMCO Dynamic Income Opportunities Fund position peaked at $2.95M in Q1 2022.
  • 135 funds tracked by Wall St. Rank held PIMCO Dynamic Income Opportunities Fund as of Q1 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.