CIA
PDO

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

Capital Investment 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 		$2.55M Sell
196,990
-7,158
-4% -$98.1K 0.04% 207
2025
Q4 		$2.83M Sell
204,148
-7,760
-4% -$108K 0.04% 191
2025
Q3 		$2.99M Sell
211,908
-4,487
-2% -$61.5K 0.05% 183
2025
Q2 		$2.92M Sell
216,395
-4,742
-2% -$63.3K 0.05% 180
2025
Q1 		$3.07M Sell
221,137
-12,509
-5% -$173K 0.06% 168
2024
Q4 		$3.18M Sell
233,646
-18,249
-7% -$250K 0.06% 161
2024
Q3 		$3.56M Sell
251,895
-579
-0.2% -$7.84K 0.07% 155
2024
Q2 		$3.36M Buy
252,474
+251
+0.1% +$3.29K 0.08% 153
2024
Q1 		$3.32M Buy
252,223
+20,979
+9% +$271K 0.08% 151
2023
Q4 		$2.83M Buy
231,244
+28,197
+14% +$330K 0.07% 155
2023
Q3 		$2.41M Buy
203,047
+58,715
+41% +$749K 0.07% 167
2023
Q2 		$1.88M Buy
144,332
+48,452
+51% +$621K 0.06% 171
2023
Q1 		$1.19M Buy
95,880
+36,375
+61% +$490K 0.04% 228
2022
Q4 		$760K Buy
59,505
+36,670
+161% +$505K 0.02% 286
2022
Q3 		$301K Buy
+22,835
New +$338K 0.01% 415

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

Capital Investment Advisors's PDO Position: Q1 2026 in Review

Capital Investment Advisors reduced its PIMCO Dynamic Income Opportunities Fund (PDO) stake by 3.5% in Q1 2026, selling an estimated $98.1K and leaving 196,990 shares worth $2.55M. The position accounts for 0.04% of the portfolio, ranked #207.

Capital Investment Advisors first reported a position in PDO in Q3 2022 and has held it in 15 quarters since. The position peaked at $3.56M in Q3 2024. 135 funds tracked by Wall St. Rank hold PDO as of Q1 2026.

  • Capital Investment Advisors held 196,990 shares of PIMCO Dynamic Income Opportunities Fund worth $2.55M as of Q1 2026.
  • Capital Investment Advisors sold 7,158 PIMCO Dynamic Income Opportunities Fund shares in Q1 2026, an estimated $98.1K.
  • PIMCO Dynamic Income Opportunities Fund made up 0.04% of Capital Investment Advisors's portfolio in Q1 2026, its #207 holding.
  • Capital Investment Advisors first reported a position in PIMCO Dynamic Income Opportunities Fund in Q3 2022 and has held it in 15 quarters since.
  • Capital Investment Advisors's PIMCO Dynamic Income Opportunities Fund position peaked at $3.56M in Q3 2024.
  • 135 funds tracked by Wall St. Rank held PIMCO Dynamic Income Opportunities Fund as of Q1 2026.

Based on Capital Investment Advisors's 13F filing for Q1 2026, filed 16 Apr 2026.