Crumly & Associates’s PIMCO Dynamic Income Opportunities Fund PDO Stock Holding History

Crumly & Associates’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	$357K	Buy	27,000 +2,000	+8%	+$26.2K	0.07%	147
2026 Q1	$323K	Buy	25,000 +10,000	+67%	+$137K	0.07%	146
2025 Q4	$208K	Buy	15,000 +2,500	+20%	+$34.8K	0.04%	193
2025 Q3	$177K	Hold	12,500	–	–	0.04%	191
2025 Q2	$169K	Hold	12,500	–	–	0.04%	157
2025 Q1	$174K	Hold	12,500	–	–	0.05%	161
2024 Q4	$170K	Hold	12,500	–	–	0.05%	150
2024 Q3	$177K	Hold	12,500	–	–	0.05%	143
2024 Q2	$166K	Hold	12,500	–	–	0.05%	133
2024 Q1	$165K	Hold	12,500	–	–	0.04%	129
2023 Q4	$153K	Hold	12,500	–	–	0.04%	125
2023 Q3	$149K	Hold	12,500	–	–	0.06%	111
2023 Q2	$163K	Hold	12,500	–	–	0.07%	114
2023 Q1	$155K	Hold	12,500	–	–	0.07%	106
2022 Q4	$160K	Sell	12,500 -58,454	-82%	-$805K	0.06%	94
2022 Q3	$936K	Sell	70,954 -5,300	-7%	-$78.4K	0.39%	37
2022 Q2	$1.06M	Sell	76,254 -2,500	-3%	-$38.7K	0.44%	37
2022 Q1	$1.34M	Sell	78,754 -60,230	-43%	-$1.07M	0.5%	40
2021 Q4	$2.59M	Buy	138,984 +53,754	+63%	+$1.1M	1.02%	25
2021 Q3	$1.79M	Hold	85,230	–	–	0.83%	27
2021 Q2	$1.98M	Hold	85,230	–	–	0.96%	24
2021 Q1	$1.71M	Buy	+85,230	New	+$1.73M	1%	25

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

Crumly & Associates's PDO Position: Q2 2026 in Review

Crumly & Associates increased its PIMCO Dynamic Income Opportunities Fund (PDO) stake by 8% in Q2 2026, buying an estimated $26.2K and bringing the position to 27,000 shares worth $357K. The position accounts for 0.07% of the portfolio, ranked #147.

Crumly & Associates first reported a position in PDO in Q1 2021 and has held it in 22 quarters since. The position peaked at $2.59M in Q4 2021. 136 funds tracked by Wall St. Rank hold PDO as of Q2 2026.

Crumly & Associates held 27,000 shares of PIMCO Dynamic Income Opportunities Fund worth $357K as of Q2 2026.
Crumly & Associates bought 2,000 PIMCO Dynamic Income Opportunities Fund shares in Q2 2026, an estimated $26.2K.
PIMCO Dynamic Income Opportunities Fund made up 0.07% of Crumly & Associates's portfolio in Q2 2026, its #147 holding.
Crumly & Associates first reported a position in PIMCO Dynamic Income Opportunities Fund in Q1 2021 and has held it in 22 quarters since.
Crumly & Associates's PIMCO Dynamic Income Opportunities Fund position peaked at $2.59M in Q4 2021.
136 funds tracked by Wall St. Rank held PIMCO Dynamic Income Opportunities Fund as of Q2 2026.

Based on Crumly & Associates's 13F filing for Q2 2026, filed 8 Jul 2026.