EverSource Wealth Advisors’s PIMCO Dynamic Income Opportunities Fund PDO Stock Holding History

EverSource Wealth Advisors’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	$92.5K	Hold	7,000	–	–	﹤0.01%	1430
2026 Q1	$90.5K	Hold	7,000	–	–	﹤0.01%	1494
2025 Q4	$96.9K	Hold	7,000	–	–	﹤0.01%	1326
2025 Q3	$98.8K	Buy	7,000 +1,500	+27%	+$20.6K	﹤0.01%	1286
2025 Q2	$74.1K	Hold	5,500	–	–	﹤0.01%	1369
2025 Q1	$76.3K	Buy	5,500 +1,000	+22%	+$13.8K	﹤0.01%	1022
2024 Q4	$61.2K	Hold	4,500	–	–	﹤0.01%	1098
2024 Q3	$63.5K	Buy	+4,500	New	+$60.9K	﹤0.01%	969

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

EverSource Wealth Advisors's PDO Position: Q2 2026 in Review

EverSource Wealth Advisors held its PIMCO Dynamic Income Opportunities Fund (PDO) position steady in Q2 2026 at 7,000 shares worth $92.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1430.

EverSource Wealth Advisors first reported a position in PDO in Q3 2024 and has held it in 8 quarters since. The position peaked at $98.8K in Q3 2025. 135 funds tracked by Wall St. Rank hold PDO as of Q2 2026.

EverSource Wealth Advisors held 7,000 shares of PIMCO Dynamic Income Opportunities Fund worth $92.5K as of Q2 2026.
EverSource Wealth Advisors left its PIMCO Dynamic Income Opportunities Fund share count unchanged in Q2 2026.
PIMCO Dynamic Income Opportunities Fund made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1430 holding.
EverSource Wealth Advisors first reported a position in PIMCO Dynamic Income Opportunities Fund in Q3 2024 and has held it in 8 quarters since.
EverSource Wealth Advisors's PIMCO Dynamic Income Opportunities Fund position peaked at $98.8K in Q3 2025.
135 funds tracked by Wall St. Rank held PIMCO Dynamic Income Opportunities Fund as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.