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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
Q3 		$45.1K Buy
3,800
+1,200
+46% +$15.2K ﹤0.01% 1452
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

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
CWM
Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return

CoreCap Advisors's PDO Position: Q3 2026 in Review

CoreCap Advisors increased its PIMCO Dynamic Income Opportunities Fund (PDO) stake by 46% in Q3 2026, buying an estimated $15.2K and bringing the position to 3,800 shares worth $45.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1452.

CoreCap Advisors first reported a position in PDO in Q4 2022 and has held it in 13 quarters since. The position peaked at $190K in Q4 2022. 14 funds tracked by Wall St. Rank hold PDO as of Q3 2026.

  • CoreCap Advisors held 3,800 shares of PIMCO Dynamic Income Opportunities Fund worth $45.1K as of Q3 2026.
  • CoreCap Advisors bought 1,200 PIMCO Dynamic Income Opportunities Fund shares in Q3 2026, an estimated $15.2K.
  • PIMCO Dynamic Income Opportunities Fund made up ﹤0.01% of CoreCap Advisors's portfolio in Q3 2026, its #1452 holding.
  • CoreCap Advisors first reported a position in PIMCO Dynamic Income Opportunities Fund in Q4 2022 and has held it in 13 quarters since.
  • CoreCap Advisors's PIMCO Dynamic Income Opportunities Fund position peaked at $190K in Q4 2022.
  • 14 funds tracked by Wall St. Rank held PIMCO Dynamic Income Opportunities Fund as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.