PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s PIMCO Dynamic Income Opportunities Fund PDO Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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	$49.6K	Buy	+3,750	New	+$49.2K	0.01%	322
2025 Q3	–	Sell	-1	Closed	-$13	–	566
2025 Q2	$13	Buy	+1	New	+$13	﹤0.01%	495
2025 Q1	–	Sell	-1,519	Closed	-$21K	–	476
2024 Q4	$20.7K	Sell	1,519 -6,057	-80%	-$82.8K	0.01%	335
2024 Q3	$107K	Sell	7,576 -30,220	-80%	-$409K	0.05%	155
2024 Q2	$502K	Buy	37,796 +2,807	+8%	+$36.9K	0.29%	48
2024 Q1	$461K	Sell	34,989 -23,358	-40%	-$302K	0.3%	54
2023 Q4	$714K	Buy	58,347 +7,132	+14%	+$83.4K	0.45%	34
2023 Q3	$608K	Buy	51,215 +30,657	+149%	+$391K	0.44%	34
2023 Q2	$391K	Sell	20,558 -2,821	-12%	-$36.1K	0.29%	49
2023 Q1	$290K	Buy	23,379 +1,937	+9%	+$26.1K	0.23%	59
2022 Q4	$274K	Buy	+21,442	New	+$295K	0.23%	57

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

LPL Financial San Diego, California $445B AUM 25.58% 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

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

VVP

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

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s PDO Position: Q2 2026 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. opened a new position in PIMCO Dynamic Income Opportunities Fund (PDO) in Q2 2026: 3,750 shares worth $49.6K. The stake represents 0.01% of the portfolio and ranks #322 among its holdings. This is a return to the name: PENSION & WEALTH MANAGEMENT ADVISORS, INC. previously reported a position in PDO as recently as Q2 2025.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in PDO in Q4 2022 and has held it in 11 quarters since. The position peaked at $714K in Q4 2023. 82 funds tracked by Wall St. Rank hold PDO as of Q2 2026.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. held 3,750 shares of PIMCO Dynamic Income Opportunities Fund worth $49.6K as of Q2 2026.
PIMCO Dynamic Income Opportunities Fund was a new PENSION & WEALTH MANAGEMENT ADVISORS, INC. position in Q2 2026.
PIMCO Dynamic Income Opportunities Fund made up 0.01% of PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s portfolio in Q2 2026, its #322 holding.
PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in PIMCO Dynamic Income Opportunities Fund in Q4 2022 and has held it in 11 quarters since.
PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s PIMCO Dynamic Income Opportunities Fund position peaked at $714K in Q4 2023.
82 funds tracked by Wall St. Rank held PIMCO Dynamic Income Opportunities Fund as of Q2 2026.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2026, filed 7 Aug 2026.