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

Ethos Financial 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	$131K	Hold	10,000	–	–	0.01%	606
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

Other funds holding PDO

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cercano Management Bellevue, Washington $750M AUM 25.77% 1-Year Est. Return

Ethos Financial Group's PDO Position: Q2 2026 in Review

Ethos Financial Group held its PIMCO Dynamic Income Opportunities Fund (PDO) position steady in Q2 2026 at 10,000 shares worth $131K. The position accounts for 0.01% of the portfolio, ranked #606.

Ethos Financial Group first reported a position in PDO in Q4 2022 and has held it in 15 quarters since. The position peaked at $193K in Q4 2022. 136 funds tracked by Wall St. Rank hold PDO as of Q2 2026.

Ethos Financial Group held 10,000 shares of PIMCO Dynamic Income Opportunities Fund worth $131K as of Q2 2026.
Ethos Financial Group left its PIMCO Dynamic Income Opportunities Fund share count unchanged in Q2 2026.
PIMCO Dynamic Income Opportunities Fund made up 0.01% of Ethos Financial Group's portfolio in Q2 2026, its #606 holding.
Ethos Financial Group first reported a position in PIMCO Dynamic Income Opportunities Fund in Q4 2022 and has held it in 15 quarters since.
Ethos Financial Group's PIMCO Dynamic Income Opportunities Fund position peaked at $193K in Q4 2022.
136 funds tracked by Wall St. Rank held PIMCO Dynamic Income Opportunities Fund as of Q2 2026.

Based on Ethos Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.