Envestnet Asset Management
PDO

Envestnet Asset Management’s PIMCO Dynamic Income Opportunities Fund PDO Stock Holding History

Envestnet Asset Management’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 		$1.14M Buy
86,308
+39,162
+83% +$514K ﹤0.01% 3551
2026
Q1 		$610K Sell
47,146
-273,661
-85% -$3.75M ﹤0.01% 3789
2025
Q4 		$4.44M Sell
320,807
-60,693
-16% -$844K ﹤0.01% 2259
2025
Q3 		$5.39M Buy
381,500
+323,435
+557% +$4.43M ﹤0.01% 2188
2025
Q2 		$783K Buy
58,065
+3,638
+7% +$48.5K ﹤0.01% 3409
2025
Q1 		$755K Buy
54,427
+10,739
+25% +$148K ﹤0.01% 3376
2024
Q4 		$594K Sell
43,688
-1,089
-2% -$14.9K ﹤0.01% 3492
2024
Q3 		$632K Buy
44,777
+919
+2% +$12.4K ﹤0.01% 3403
2024
Q2 		$583K Buy
43,858
+776
+2% +$10.2K ﹤0.01% 3369
2024
Q1 		$567K Sell
43,082
-5,348
-11% -$69.2K ﹤0.01% 3355
2023
Q4 		$593K Sell
48,430
-15,211
-24% -$178K ﹤0.01% 3247
2023
Q3 		$756K Buy
63,641
+19,788
+45% +$252K ﹤0.01% 3017
2023
Q2 		$573K Sell
43,853
-17,080
-28% -$219K ﹤0.01% 3128
2023
Q1 		$756K Buy
60,933
+20,748
+52% +$279K ﹤0.01% 2867
2022
Q4 		$513K Buy
40,185
+24,907
+163% +$343K ﹤0.01% 3085
2022
Q3 		$202K Sell
15,278
-27,236
-64% -$403K ﹤0.01% 3580
2022
Q2 		$589K Sell
42,514
-6,008
-12% -$92.9K ﹤0.01% 2973
2022
Q1 		$824K Buy
+48,522
New +$865K ﹤0.01% 2795

Other funds holding PDO

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
LIM
Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return
CA
Cornerstone Advisory Hunt Valley, Maryland $1.21B AUM 19.13% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.6B AUM 30.03% 1-Year Est. Return

Envestnet Asset Management's PDO Position: Q2 2026 in Review

Envestnet Asset Management increased its PIMCO Dynamic Income Opportunities Fund (PDO) stake by 83% in Q2 2026, buying an estimated $514K and bringing the position to 86,308 shares worth $1.14M. The position accounts for ﹤0.01% of the portfolio, ranked #3551.

Envestnet Asset Management first reported a position in PDO in Q1 2022 and has held it in 18 quarters since. The position peaked at $5.39M in Q3 2025. 87 funds tracked by Wall St. Rank hold PDO as of Q2 2026.

  • Envestnet Asset Management held 86,308 shares of PIMCO Dynamic Income Opportunities Fund worth $1.14M as of Q2 2026.
  • Envestnet Asset Management bought 39,162 PIMCO Dynamic Income Opportunities Fund shares in Q2 2026, an estimated $514K.
  • PIMCO Dynamic Income Opportunities Fund made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #3551 holding.
  • Envestnet Asset Management first reported a position in PIMCO Dynamic Income Opportunities Fund in Q1 2022 and has held it in 18 quarters since.
  • Envestnet Asset Management's PIMCO Dynamic Income Opportunities Fund position peaked at $5.39M in Q3 2025.
  • 87 funds tracked by Wall St. Rank held PIMCO Dynamic Income Opportunities Fund as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.