HighTower Advisors
PDO

HighTower Advisors’s PIMCO Dynamic Income Opportunities Fund PDO Stock Holding History

HighTower Advisors’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 		$7.61M Buy
575,315
+8,323
+1% +$109K 0.01% 1042
2026
Q1 		$7.33M Sell
566,992
-19,060
-3% -$261K 0.01% 1015
2025
Q4 		$8.11M Buy
586,052
+5,605
+1% +$78K 0.01% 952
2025
Q3 		$8.2M Buy
580,447
+48,957
+9% +$671K 0.01% 934
2025
Q2 		$7.16M Buy
531,490
+96,867
+22% +$1.29M 0.01% 944
2025
Q1 		$6.03M Buy
434,623
+79,137
+22% +$1.09M 0.01% 971
2024
Q4 		$4.83M Buy
355,486
+87,304
+33% +$1.19M 0.01% 1065
2024
Q3 		$3.79M Buy
268,182
+53,066
+25% +$719K 0.01% 1162
2024
Q2 		$2.86M Buy
215,116
+27,926
+15% +$367K ﹤0.01% 1264
2024
Q1 		$2.47M Buy
187,190
+41,357
+28% +$535K ﹤0.01% 1327
2023
Q4 		$1.78M Buy
+145,833
New +$1.71M ﹤0.01% 1502
2023
Q3 		– Sell
-15,029
Closed -$197K – 3706
2023
Q2 		$197K Buy
15,029
+179
+1% +$2.29K ﹤0.01% 2878
2023
Q1 		$184K Buy
14,850
+2,157
+17% +$29K ﹤0.01% 2789
2022
Q4 		$161K Buy
12,693
+2,108
+20% +$29K ﹤0.01% 2836
2022
Q3 		$140K Buy
+10,585
New +$157K ﹤0.01% 2695

Other funds holding PDO

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPL Financial
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
CA
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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

HighTower Advisors's PDO Position: Q2 2026 in Review

HighTower Advisors increased its PIMCO Dynamic Income Opportunities Fund (PDO) stake by 1.5% in Q2 2026, buying an estimated $109K and bringing the position to 575,315 shares worth $7.61M. The position accounts for 0.01% of the portfolio, ranked #1042.

HighTower Advisors first reported a position in PDO in Q3 2022 and has held it in 15 quarters since. The position peaked at $8.2M in Q3 2025. 82 funds tracked by Wall St. Rank hold PDO as of Q2 2026.

  • HighTower Advisors held 575,315 shares of PIMCO Dynamic Income Opportunities Fund worth $7.61M as of Q2 2026.
  • HighTower Advisors bought 8,323 PIMCO Dynamic Income Opportunities Fund shares in Q2 2026, an estimated $109K.
  • PIMCO Dynamic Income Opportunities Fund made up 0.01% of HighTower Advisors's portfolio in Q2 2026, its #1042 holding.
  • HighTower Advisors first reported a position in PIMCO Dynamic Income Opportunities Fund in Q3 2022 and has held it in 15 quarters since.
  • HighTower Advisors's PIMCO Dynamic Income Opportunities Fund position peaked at $8.2M in Q3 2025.
  • 82 funds tracked by Wall St. Rank held PIMCO Dynamic Income Opportunities Fund as of Q2 2026.

Based on HighTower Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.