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

CreativeOne Wealth’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	$469K	Sell	35,501 -130	-0.4%	-$1.71K	0.01%	825
2026 Q1	$461K	Buy	35,631 +131	+0.4%	+$1.8K	0.01%	835
2025 Q4	$491K	Sell	35,500 -8,250	-19%	-$115K	0.01%	795
2025 Q3	$618K	Sell	43,750 -6,000	-12%	-$82.2K	0.02%	702
2025 Q2	$671K	Hold	49,750	–	–	0.02%	657
2025 Q1	$691K	Buy	49,750 +18,250	+58%	+$252K	0.02%	595
2024 Q4	$428K	Buy	+31,500	New	+$431K	0.01%	744
2023 Q1	–	Sell	-67,638	Closed	-$864K	–	824
2022 Q4	$864K	Buy	67,638 +12,326	+22%	+$170K	0.05%	312
2022 Q3	$730K	Buy	+55,312	New	+$819K	0.04%	327

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

CreativeOne Wealth's PDO Position: Q2 2026 in Review

CreativeOne Wealth reduced its PIMCO Dynamic Income Opportunities Fund (PDO) stake by 0.36% in Q2 2026, selling an estimated $1.71K and leaving 35,501 shares worth $469K. The position accounts for 0.01% of the portfolio, ranked #825.

CreativeOne Wealth first reported a position in PDO in Q3 2022 and has held it in 9 quarters since. The position peaked at $864K in Q4 2022. 136 funds tracked by Wall St. Rank hold PDO as of Q2 2026.

CreativeOne Wealth held 35,501 shares of PIMCO Dynamic Income Opportunities Fund worth $469K as of Q2 2026.
CreativeOne Wealth sold 130 PIMCO Dynamic Income Opportunities Fund shares in Q2 2026, an estimated $1.71K.
PIMCO Dynamic Income Opportunities Fund made up 0.01% of CreativeOne Wealth's portfolio in Q2 2026, its #825 holding.
CreativeOne Wealth first reported a position in PIMCO Dynamic Income Opportunities Fund in Q3 2022 and has held it in 9 quarters since.
CreativeOne Wealth's PIMCO Dynamic Income Opportunities Fund position peaked at $864K in Q4 2022.
136 funds tracked by Wall St. Rank held PIMCO Dynamic Income Opportunities Fund as of Q2 2026.

Based on CreativeOne Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.