Carson Wealth (CWM LLC)
PDO

Carson Wealth (CWM LLC)’s PIMCO Dynamic Income Opportunities Fund PDO Stock Holding History

Carson Wealth (CWM LLC)’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 		$300K Buy
23,236
+10,058
+76% +$138K ﹤0.01% 2378
2025
Q4 		$182K Buy
13,178
+2,184
+20% +$30.4K ﹤0.01% 2646
2025
Q3 		$155K Buy
10,994
+8,962
+441% +$123K ﹤0.01% 2643
2025
Q2 		$27K Buy
2,032
+13
+0.6% +$173 ﹤0.01% 3716
2025
Q1 		$28K Buy
2,019
+13
+0.6% +$180 ﹤0.01% 3448
2024
Q4 		$27K Sell
2,006
-132
-6% -$1.8K ﹤0.01% 3246
2024
Q3 		$30K Buy
2,138
+13
+0.6% +$176 ﹤0.01% 3097
2024
Q2 		$28K Buy
2,125
+12
+0.6% +$158 ﹤0.01% 2896
2024
Q1 		$28K Buy
2,113
+52
+3% +$672 ﹤0.01% 2682
2023
Q4 		$25K Sell
2,061
-33
-2% -$386 ﹤0.01% 2630
2023
Q3 		$25K Buy
2,094
+159
+8% +$2.03K ﹤0.01% 2534
2023
Q2 		$25K Buy
1,935
+378
+24% +$4.84K ﹤0.01% 2489
2023
Q1 		$19K Buy
1,557
+1,092
+235% +$14.7K ﹤0.01% 2551
2022
Q4 		$6K Sell
465
-95
-17% -$1.31K ﹤0.01% 3097
2022
Q3 		$7K Buy
560
+34
+6% +$503 ﹤0.01% 2911
2022
Q2 		$7K Hold
526
– – ﹤0.01% 2818
2022
Q1 		$9K Buy
+526
New +$9.38K ﹤0.01% 2556

Other funds holding PDO

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Carson Wealth (CWM LLC)'s PDO Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its PIMCO Dynamic Income Opportunities Fund (PDO) stake by 76% in Q1 2026, buying an estimated $138K and bringing the position to 23,236 shares worth $300K. The position accounts for ﹤0.01% of the portfolio, ranked #2378.

Carson Wealth (CWM LLC) first reported a position in PDO in Q1 2022 and has held it in 17 quarters since. 135 funds tracked by Wall St. Rank hold PDO as of Q1 2026.

  • Carson Wealth (CWM LLC) held 23,236 shares of PIMCO Dynamic Income Opportunities Fund worth $300K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 10,058 PIMCO Dynamic Income Opportunities Fund shares in Q1 2026, an estimated $138K.
  • PIMCO Dynamic Income Opportunities Fund made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2378 holding.
  • Carson Wealth (CWM LLC) first reported a position in PIMCO Dynamic Income Opportunities Fund in Q1 2022 and has held it in 17 quarters since.
  • 135 funds tracked by Wall St. Rank held PIMCO Dynamic Income Opportunities Fund as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.