GWP
PDO

Gateway Wealth Partners’s PIMCO Dynamic Income Opportunities Fund PDO Stock Holding History

Gateway Wealth Partners’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 		– Sell
-11,222
Closed -$145K – 897
2026
Q1 		$145K Buy
+11,222
New +$154K 0.01% 914

Other funds holding PDO

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UBS Group
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Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CM
Cercano Management Bellevue, Washington $750M AUM 25.77% 1-Year Est. Return

Gateway Wealth Partners's PDO Position: Q2 2026 in Review

Gateway Wealth Partners sold out of PIMCO Dynamic Income Opportunities Fund (PDO) in Q2 2026, closing a stake of 11,222 shares — an estimated $145K sold.

Gateway Wealth Partners first reported a position in PDO in Q1 2026 and held it in 1 quarter. The position peaked at $145K in Q1 2026. 135 funds tracked by Wall St. Rank hold PDO as of Q2 2026.

  • Gateway Wealth Partners reported no remaining PIMCO Dynamic Income Opportunities Fund position as of Q2 2026 after selling out during the quarter.
  • Gateway Wealth Partners sold 11,222 PIMCO Dynamic Income Opportunities Fund shares in Q2 2026, an estimated $145K.
  • Gateway Wealth Partners first reported a position in PIMCO Dynamic Income Opportunities Fund in Q1 2026 and held it in 1 quarter.
  • Gateway Wealth Partners's PIMCO Dynamic Income Opportunities Fund position peaked at $145K in Q1 2026.
  • 135 funds tracked by Wall St. Rank held PIMCO Dynamic Income Opportunities Fund as of Q2 2026.

Based on Gateway Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.