FNY Investment Advisers’s PIMCO Dynamic Income Opportunities Fund PDO Stock Holding History

FNY Investment Advisers’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	$21K	Hold	1,600	–	–	0.01%	535
2026 Q1	$20K	Hold	1,600	–	–	0.01%	472
2025 Q4	$22K	Hold	1,600	–	–	0.01%	550
2025 Q3	$22K	Hold	1,600	–	–	0.01%	668
2025 Q2	$21K	Hold	1,600	–	–	0.01%	546
2025 Q1	$22K	Hold	1,600	–	–	0.01%	387
2024 Q4	$21K	Hold	1,600	–	–	0.01%	424
2024 Q3	$22K	Buy	+1,600	New	+$21.7K	0.01%	392
2024 Q2	–	Sell	-1,600	Closed	-$21	–	728
2024 Q1	$21	Hold	1,600	–	–	0.01%	365
2023 Q4	$19K	Hold	1,600	–	–	0.02%	267
2023 Q3	$19K	Hold	1,600	–	–	0.01%	317
2023 Q2	$20K	Hold	1,600	–	–	0.03%	245
2023 Q1	$19K	Buy	+1,600	New	+$21.5K	0.02%	276
2022 Q4	–	Sell	-1,200	Closed	-$15K	–	696
2022 Q3	$15K	Hold	1,200	–	–	0.01%	345
2022 Q2	$16K	Hold	1,200	–	–	0.01%	355
2022 Q1	$20K	Buy	+1,200	New	+$21.4K	0.02%	363
2021 Q4	–	Sell	-3,750	Closed	-$78K	–	755
2021 Q3	$78K	Buy	+3,750	New	+$80.6K	0.04%	267

Other funds holding PDO

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

BAM

Belpointe Asset Management Reno, Nevada $3.06B AUM 23.82% 1-Year Est. Return

FNY Investment Advisers's PDO Position: Q2 2026 in Review

FNY Investment Advisers held its PIMCO Dynamic Income Opportunities Fund (PDO) position steady in Q2 2026 at 1,600 shares worth $21K. The position accounts for 0.01% of the portfolio, ranked #535.

FNY Investment Advisers first reported a position in PDO in Q3 2021 and has held it in 17 quarters since. The position peaked at $78K in Q3 2021. 60 funds tracked by Wall St. Rank hold PDO as of Q2 2026.

FNY Investment Advisers held 1,600 shares of PIMCO Dynamic Income Opportunities Fund worth $21K as of Q2 2026.
FNY Investment Advisers left its PIMCO Dynamic Income Opportunities Fund share count unchanged in Q2 2026.
PIMCO Dynamic Income Opportunities Fund made up 0.01% of FNY Investment Advisers's portfolio in Q2 2026, its #535 holding.
FNY Investment Advisers first reported a position in PIMCO Dynamic Income Opportunities Fund in Q3 2021 and has held it in 17 quarters since.
FNY Investment Advisers's PIMCO Dynamic Income Opportunities Fund position peaked at $78K in Q3 2021.
60 funds tracked by Wall St. Rank held PIMCO Dynamic Income Opportunities Fund as of Q2 2026.

Based on FNY Investment Advisers's 13F filing for Q2 2026, filed 8 Jul 2026.