FMP
PDO

Financial Management Professionals’s PIMCO Dynamic Income Opportunities Fund PDO Stock Holding History

Financial Management Professionals’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 		$27.2K Buy
2,038
+58
+3% +$761 ﹤0.01% 384
2026
Q1 		$25.9K Buy
1,980
+54
+3% +$740 ﹤0.01% 345
2025
Q4 		$26.9K Buy
1,926
+51
+3% +$709 ﹤0.01% 340
2025
Q3 		$26.7K Buy
1,875
+52
+3% +$713 ﹤0.01% 338
2025
Q2 		$24.8K Buy
1,823
+50
+3% +$667 ﹤0.01% 377
2025
Q1 		$24.6K Buy
1,773
+49
+3% +$677 ﹤0.01% 384
2024
Q4 		$23.4K Buy
1,724
+47
+3% +$643 ﹤0.01% 380
2024
Q3 		$24K Buy
1,677
+46
+3% +$623 ﹤0.01% 388
2024
Q2 		$22K Buy
1,631
+47
+3% +$617 ﹤0.01% 369
2024
Q1 		$21K Buy
+1,584
New +$20.5K ﹤0.01% 410

Other funds holding PDO

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.39B AUM 19.93% 1-Year Est. Return
MWM
Meadowbrook Wealth Management Garden City, New York $92.9M AUM 51.42% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return
CA
Crumly & Associates Springfield, Illinois $522M AUM 19.86% 1-Year Est. Return
EIPL
Essential Investment Partners LLC Englewood, Colorado $125M AUM
BWM
Buska Wealth Management Wausau, Wisconsin $277M AUM 19.88% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $219M AUM 16.47% 1-Year Est. Return