Ethos Financial Group’s PIMCO Dynamic Income Opportunities Fund PDO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$131K	Hold	10,000	–	–	0.01%	509
2025 Q4	$140K	Hold	10,000	–	–	0.01%	494
2025 Q3	$142K	Hold	10,000	–	–	0.01%	473
2025 Q2	$136K	Hold	10,000	–	–	0.01%	443
2025 Q1	$137K	Hold	10,000	–	–	0.01%	412
2024 Q4	$137K	Hold	10,000	–	–	0.02%	316
2024 Q3	$142K	Hold	10,000	–	–	0.02%	284
2024 Q2	$134K	Hold	10,000	–	–	0.02%	272
2024 Q1	$133K	Hold	10,000	–	–	0.03%	269
2023 Q4	$124K	Hold	10,000	–	–	0.03%	267
2023 Q3	$120K	Sell	10,000 -5,000	-33%	-$63.7K	0.03%	174
2023 Q2	$188K	Hold	15,000	–	–	0.06%	141
2023 Q1	$188K	Hold	15,000	–	–	0.06%	176
2022 Q4	$193K	Buy	+15,000	New	+$207K	0.07%	136