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

Connecticut 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
Q3 		$121K Hold
10,176
– – ﹤0.01% 335
2026
Q2 		$135K Buy
+10,176
New +$133K 0.01% 338

Other funds holding PDO

VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
GP
Gridiron Partners Wexford, Pennsylvania $199M AUM 3.12% 1-Year Est. Return
MWM
Meadowbrook Wealth Management Garden City, New York $95.4M AUM 31.96% 1-Year Est. Return
CA
Crumly & Associates Springfield, Illinois $563M AUM 13.12% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return
BA
Ballew Advisors Jackson, Mississippi $201M AUM 10.31% 1-Year Est. Return
MSA
McAlister Sweet & Associates Houston, Texas $158M AUM 19.09% 1-Year Est. Return

Connecticut Wealth Management's PDO Position: Q3 2026 in Review

Connecticut Wealth Management held its PIMCO Dynamic Income Opportunities Fund (PDO) position steady in Q3 2026 at 10,176 shares worth $121K. The position accounts for ﹤0.01% of the portfolio, ranked #335.

Connecticut Wealth Management first reported a position in PDO in Q2 2026 and has held it in 2 quarters since. The position peaked at $135K in Q2 2026. 14 funds tracked by Wall St. Rank hold PDO as of Q3 2026.

  • Connecticut Wealth Management held 10,176 shares of PIMCO Dynamic Income Opportunities Fund worth $121K as of Q3 2026.
  • Connecticut Wealth Management left its PIMCO Dynamic Income Opportunities Fund share count unchanged in Q3 2026.
  • PIMCO Dynamic Income Opportunities Fund made up ﹤0.01% of Connecticut Wealth Management's portfolio in Q3 2026, its #335 holding.
  • Connecticut Wealth Management first reported a position in PIMCO Dynamic Income Opportunities Fund in Q2 2026 and has held it in 2 quarters since.
  • Connecticut Wealth Management's PIMCO Dynamic Income Opportunities Fund position peaked at $135K in Q2 2026.
  • 14 funds tracked by Wall St. Rank held PIMCO Dynamic Income Opportunities Fund as of Q3 2026.

Based on Connecticut Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.