Creative Planning
PDO

Creative Planning’s PIMCO Dynamic Income Opportunities Fund PDO Stock Holding History

Creative Planning’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 		$259K Sell
19,597
-2,921
-13% -$38.3K ﹤0.01% 3681
2026
Q1 		$291K Buy
22,518
+1,634
+8% +$22.4K ﹤0.01% 3450
2025
Q4 		$289K Buy
20,884
+5,498
+36% +$76.5K ﹤0.01% 3269
2025
Q3 		$217K Buy
+15,386
New +$211K ﹤0.01% 3405

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

Creative Planning's PDO Position: Q2 2026 in Review

Creative Planning reduced its PIMCO Dynamic Income Opportunities Fund (PDO) stake by 13% in Q2 2026, selling an estimated $38.3K and leaving 19,597 shares worth $259K. The position accounts for ﹤0.01% of the portfolio, ranked #3681.

Creative Planning first reported a position in PDO in Q3 2025 and has held it in 4 quarters since. The position peaked at $291K in Q1 2026. 136 funds tracked by Wall St. Rank hold PDO as of Q2 2026.

  • Creative Planning held 19,597 shares of PIMCO Dynamic Income Opportunities Fund worth $259K as of Q2 2026.
  • Creative Planning sold 2,921 PIMCO Dynamic Income Opportunities Fund shares in Q2 2026, an estimated $38.3K.
  • PIMCO Dynamic Income Opportunities Fund made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3681 holding.
  • Creative Planning first reported a position in PIMCO Dynamic Income Opportunities Fund in Q3 2025 and has held it in 4 quarters since.
  • Creative Planning's PIMCO Dynamic Income Opportunities Fund position peaked at $291K in Q1 2026.
  • 136 funds tracked by Wall St. Rank held PIMCO Dynamic Income Opportunities Fund as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.