Highline Wealth Partners
PDO icon

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

Highline 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
Q3 		$2.37K Hold
200
– – ﹤0.01% 1207
2026
Q2 		$2.64K Hold
200
– – ﹤0.01% 1119
2026
Q1 		$2.59K Hold
200
– – ﹤0.01% 1000
2025
Q4 		$2.77K Hold
200
– – ﹤0.01% 777
2025
Q3 		$2.82K Buy
+200
New +$2.74K ﹤0.01% 774

Other funds holding PDO

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $87.3B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Sit Investment Associates
Sit Investment Associates Minneapolis, Minnesota $5.22B AUM 5.92% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Highline Wealth Partners's PDO Position: Q3 2026 in Review

Highline Wealth Partners held its PIMCO Dynamic Income Opportunities Fund (PDO) position steady in Q3 2026 at 200 shares worth $2.37K. The position accounts for ﹤0.01% of the portfolio, ranked #1207.

Highline Wealth Partners first reported a position in PDO in Q3 2025 and has held it in 5 quarters since. The position peaked at $2.82K in Q3 2025. 126 funds tracked by Wall St. Rank hold PDO as of Q3 2026.

  • Highline Wealth Partners held 200 shares of PIMCO Dynamic Income Opportunities Fund worth $2.37K as of Q3 2026.
  • Highline Wealth Partners left its PIMCO Dynamic Income Opportunities Fund share count unchanged in Q3 2026.
  • PIMCO Dynamic Income Opportunities Fund made up ﹤0.01% of Highline Wealth Partners's portfolio in Q3 2026, its #1207 holding.
  • Highline Wealth Partners first reported a position in PIMCO Dynamic Income Opportunities Fund in Q3 2025 and has held it in 5 quarters since.
  • Highline Wealth Partners's PIMCO Dynamic Income Opportunities Fund position peaked at $2.82K in Q3 2025.
  • 126 funds tracked by Wall St. Rank held PIMCO Dynamic Income Opportunities Fund as of Q3 2026.

Based on Highline Wealth Partners's 13F filing for Q3 2026, filed 19 Oct 2026.