EPG
PDO

Estate Planners Group’s PIMCO Dynamic Income Opportunities Fund PDO Stock Holding History

Estate Planners Group’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 		$2M Sell
151,164
-14
-0% -$184 0.9% 21
2026
Q1 		$1.95M Sell
151,178
-8,666
-5% -$119K 0.94% 22
2025
Q4 		$2.21M Buy
+159,844
New +$2.22M 0.96% 22

Other funds holding PDO

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CM
Cercano Management Bellevue, Washington $750M AUM 25.77% 1-Year Est. Return

Estate Planners Group's PDO Position: Q2 2026 in Review

Estate Planners Group reduced its PIMCO Dynamic Income Opportunities Fund (PDO) stake by 0.01% in Q2 2026, selling an estimated $184 and leaving 151,164 shares worth $2M. The position accounts for 0.9% of the portfolio, ranked #21.

Estate Planners Group first reported a position in PDO in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.21M in Q4 2025. 136 funds tracked by Wall St. Rank hold PDO as of Q2 2026.

  • Estate Planners Group held 151,164 shares of PIMCO Dynamic Income Opportunities Fund worth $2M as of Q2 2026.
  • Estate Planners Group sold 14 PIMCO Dynamic Income Opportunities Fund shares in Q2 2026, an estimated $184.
  • PIMCO Dynamic Income Opportunities Fund made up 0.9% of Estate Planners Group's portfolio in Q2 2026, its #21 holding.
  • Estate Planners Group first reported a position in PIMCO Dynamic Income Opportunities Fund in Q4 2025 and has held it in 3 quarters since.
  • Estate Planners Group's PIMCO Dynamic Income Opportunities Fund position peaked at $2.21M in Q4 2025.
  • 136 funds tracked by Wall St. Rank held PIMCO Dynamic Income Opportunities Fund as of Q2 2026.

Based on Estate Planners Group's 13F filing for Q2 2026, filed 13 Aug 2026.