EIP
PDO

Essential Investment Partners’s PIMCO Dynamic Income Opportunities Fund PDO Stock Holding History

Essential Investment Partners’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 		$245K Sell
18,500
-1,500
-8% -$19.7K 0.2% 90
2026
Q1 		$259K Buy
20,000
+10,700
+115% +$147K 0.24% 80
2025
Q4 		$129K Buy
+9,300
New +$129K 0.12% 98

Other funds holding PDO

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
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
TCM
Triumph Capital Management Denver, Colorado $552M AUM 20.75% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
MWM
Meadowbrook Wealth Management Garden City, New York $92.9M AUM 51.42% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Essential Investment Partners's PDO Position: Q2 2026 in Review

Essential Investment Partners reduced its PIMCO Dynamic Income Opportunities Fund (PDO) stake by 7.5% in Q2 2026, selling an estimated $19.7K and leaving 18,500 shares worth $245K. The position accounts for 0.2% of the portfolio, ranked #90.

Essential Investment Partners first reported a position in PDO in Q4 2025 and has held it in 3 quarters since. The position peaked at $259K in Q1 2026. 33 funds tracked by Wall St. Rank hold PDO as of Q2 2026.

  • Essential Investment Partners held 18,500 shares of PIMCO Dynamic Income Opportunities Fund worth $245K as of Q2 2026.
  • Essential Investment Partners sold 1,500 PIMCO Dynamic Income Opportunities Fund shares in Q2 2026, an estimated $19.7K.
  • PIMCO Dynamic Income Opportunities Fund made up 0.2% of Essential Investment Partners's portfolio in Q2 2026, its #90 holding.
  • Essential Investment Partners first reported a position in PIMCO Dynamic Income Opportunities Fund in Q4 2025 and has held it in 3 quarters since.
  • Essential Investment Partners's PIMCO Dynamic Income Opportunities Fund position peaked at $259K in Q1 2026.
  • 33 funds tracked by Wall St. Rank held PIMCO Dynamic Income Opportunities Fund as of Q2 2026.

Based on Essential Investment Partners's 13F filing for Q2 2026, filed 15 Jul 2026.