CA
PDO

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

Clearstead 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 		$140K Buy
+10,588
New +$139K ﹤0.01% 1179
2026
Q1 		– Sell
-11,768
Closed -$163K – 2691
2025
Q4 		$163K Buy
+11,768
New +$164K ﹤0.01% 973

Other funds holding PDO

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
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
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return
CA
Cornerstone Advisory Hunt Valley, Maryland $1.21B AUM 19.13% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.6B AUM 30.03% 1-Year Est. Return

Clearstead Advisors's PDO Position: Q2 2026 in Review

Clearstead Advisors opened a new position in PIMCO Dynamic Income Opportunities Fund (PDO) in Q2 2026: 10,588 shares worth $140K. The stake represents ﹤0.01% of the portfolio and ranks #1179 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in PDO as recently as Q4 2025.

Clearstead Advisors first reported a position in PDO in Q4 2025 and has held it in 2 quarters since. The position peaked at $163K in Q4 2025. 82 funds tracked by Wall St. Rank hold PDO as of Q2 2026.

  • Clearstead Advisors held 10,588 shares of PIMCO Dynamic Income Opportunities Fund worth $140K as of Q2 2026.
  • PIMCO Dynamic Income Opportunities Fund was a new Clearstead Advisors position in Q2 2026.
  • PIMCO Dynamic Income Opportunities Fund made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1179 holding.
  • Clearstead Advisors first reported a position in PIMCO Dynamic Income Opportunities Fund in Q4 2025 and has held it in 2 quarters since.
  • Clearstead Advisors's PIMCO Dynamic Income Opportunities Fund position peaked at $163K in Q4 2025.
  • 82 funds tracked by Wall St. Rank held PIMCO Dynamic Income Opportunities Fund as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.