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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

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

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

IAIM

International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return

Cornerstone Advisory Hunt Valley, Maryland $1.21B AUM 19.13% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3.6B AUM 30.03% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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. 69 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.
69 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.