CWM
PDO

Clearview Wealth Management’s PIMCO Dynamic Income Opportunities Fund PDO Stock Holding History

Clearview Wealth Management’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 		$143K Sell
10,813
-5,541
-34% -$72.7K 0.09% 58
2026
Q1 		$211K Buy
+16,354
New +$224K 0.15% 55

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
CM
Cercano Management Bellevue, Washington $750M AUM 25.77% 1-Year Est. Return

Clearview Wealth Management's PDO Position: Q2 2026 in Review

Clearview Wealth Management reduced its PIMCO Dynamic Income Opportunities Fund (PDO) stake by 34% in Q2 2026, selling an estimated $72.7K and leaving 10,813 shares worth $143K. The position accounts for 0.09% of the portfolio, ranked #58.

Clearview Wealth Management first reported a position in PDO in Q1 2026 and has held it in 2 quarters since. The position peaked at $211K in Q1 2026. 137 funds tracked by Wall St. Rank hold PDO as of Q2 2026.

  • Clearview Wealth Management held 10,813 shares of PIMCO Dynamic Income Opportunities Fund worth $143K as of Q2 2026.
  • Clearview Wealth Management sold 5,541 PIMCO Dynamic Income Opportunities Fund shares in Q2 2026, an estimated $72.7K.
  • PIMCO Dynamic Income Opportunities Fund made up 0.09% of Clearview Wealth Management's portfolio in Q2 2026, its #58 holding.
  • Clearview Wealth Management first reported a position in PIMCO Dynamic Income Opportunities Fund in Q1 2026 and has held it in 2 quarters since.
  • Clearview Wealth Management's PIMCO Dynamic Income Opportunities Fund position peaked at $211K in Q1 2026.
  • 137 funds tracked by Wall St. Rank held PIMCO Dynamic Income Opportunities Fund as of Q2 2026.

Based on Clearview Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.