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

CoreCap 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	$34.4K	Sell	2,600 -203	-7%	-$2.66K	﹤0.01%	1581
2026 Q1	$36.2K	Sell	2,803 -4,171	-60%	-$57.2K	﹤0.01%	1444
2025 Q4	$96.5K	Sell	6,974 -178	-2%	-$2.48K	﹤0.01%	1045
2025 Q3	$101K	Sell	7,152 -1,336	-16%	-$18.3K	﹤0.01%	1033
2025 Q2	$114K	Buy	8,488 +2,538	+43%	+$33.9K	﹤0.01%	940
2025 Q1	$82.6K	Hold	5,950	–	–	﹤0.01%	968
2024 Q4	$80.9K	Sell	5,950 -1,250	-17%	-$17.1K	﹤0.01%	1001
2024 Q3	$102K	Hold	7,200	–	–	﹤0.01%	901
2024 Q2	$95.7K	Buy	7,200 +2,300	+47%	+$30.2K	0.01%	515
2024 Q1	$64.5K	Buy	+4,900	New	+$63.4K	﹤0.01%	1013
2023 Q3	–	Sell	-10,100	Closed	-$132K	–	595
2023 Q2	$132K	Buy	+10,100	New	+$129K	0.01%	550
2022 Q4	$190K	Buy	+14,900	New	+$205K	0.01%	548

Other funds holding PDO

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cercano Management Bellevue, Washington $750M AUM 25.77% 1-Year Est. Return

CoreCap Advisors's PDO Position: Q2 2026 in Review

CoreCap Advisors reduced its PIMCO Dynamic Income Opportunities Fund (PDO) stake by 7.2% in Q2 2026, selling an estimated $2.66K and leaving 2,600 shares worth $34.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1581.

CoreCap Advisors first reported a position in PDO in Q4 2022 and has held it in 12 quarters since. The position peaked at $190K in Q4 2022. 136 funds tracked by Wall St. Rank hold PDO as of Q2 2026.

CoreCap Advisors held 2,600 shares of PIMCO Dynamic Income Opportunities Fund worth $34.4K as of Q2 2026.
CoreCap Advisors sold 203 PIMCO Dynamic Income Opportunities Fund shares in Q2 2026, an estimated $2.66K.
PIMCO Dynamic Income Opportunities Fund made up ﹤0.01% of CoreCap Advisors's portfolio in Q2 2026, its #1581 holding.
CoreCap Advisors first reported a position in PIMCO Dynamic Income Opportunities Fund in Q4 2022 and has held it in 12 quarters since.
CoreCap Advisors's PIMCO Dynamic Income Opportunities Fund position peaked at $190K in Q4 2022.
136 funds tracked by Wall St. Rank held PIMCO Dynamic Income Opportunities Fund as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.