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 Q3	$320K	Hold	27,000	–	–	0.06%	166
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

IWP

Integrity Wealth Partners Walnut Creek, California $129M AUM

VVP

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

SFS

Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return

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

TCM

Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return

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

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

NWMP

Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return

Crumly & Associates's PDO Position: Q3 2026 in Review

Crumly & Associates held its PIMCO Dynamic Income Opportunities Fund (PDO) position steady in Q3 2026 at 27,000 shares worth $320K. The position accounts for 0.06% of the portfolio, ranked #166.

Crumly & Associates first reported a position in PDO in Q1 2021 and has held it in 23 quarters since. The position peaked at $2.59M in Q4 2021. 18 funds tracked by Wall St. Rank hold PDO as of Q3 2026.

Crumly & Associates held 27,000 shares of PIMCO Dynamic Income Opportunities Fund worth $320K as of Q3 2026.
Crumly & Associates left its PIMCO Dynamic Income Opportunities Fund share count unchanged in Q3 2026.
PIMCO Dynamic Income Opportunities Fund made up 0.06% of Crumly & Associates's portfolio in Q3 2026, its #166 holding.
Crumly & Associates first reported a position in PIMCO Dynamic Income Opportunities Fund in Q1 2021 and has held it in 23 quarters since.
Crumly & Associates's PIMCO Dynamic Income Opportunities Fund position peaked at $2.59M in Q4 2021.
18 funds tracked by Wall St. Rank held PIMCO Dynamic Income Opportunities Fund as of Q3 2026.

Based on Crumly & Associates's 13F filing for Q3 2026, filed 7 Oct 2026.