IA
PDO

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

IFP 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 		$72.7K Hold
5,500
– – ﹤0.01% 2180
2026
Q1 		$71.1K Buy
5,500
+400
+8% +$5.48K ﹤0.01% 2057
2025
Q4 		$70.6K Hold
5,100
– – ﹤0.01% 2001
2025
Q3 		$72K Hold
5,100
– – ﹤0.01% 1877
2025
Q2 		$68.7K Sell
5,100
-12
-0.2% -$160 ﹤0.01% 1867
2025
Q1 		$71K Sell
5,112
-7,077
-58% -$97.8K ﹤0.01% 1713
2024
Q4 		$166K Buy
12,189
+194
+2% +$2.65K 0.01% 1222
2024
Q3 		$169K Buy
11,995
+892
+8% +$12.1K 0.01% 1162
2024
Q2 		$148K Buy
11,103
+3,341
+43% +$43.9K 0.01% 1190
2024
Q1 		$102K Buy
7,762
+6,762
+676% +$87.4K ﹤0.01% 1276
2023
Q4 		$12.2K Hold
1,000
– – ﹤0.01% 2114
2023
Q3 		$11.9K Sell
1,000
-50
-5% -$637 ﹤0.01% 2181
2023
Q2 		$13.7K Sell
1,050
-3,838
-79% -$49.2K ﹤0.01% 2181
2023
Q1 		$97.8K Buy
4,888
+3,223
+194% +$43.4K ﹤0.01% 1263
2022
Q4 		$33K Hold
1,665
– – ﹤0.01% 2534
2022
Q3 		$33K Hold
1,665
– – ﹤0.01% 2699
2022
Q2 		$33K Hold
1,665
– – ﹤0.01% 2465
2022
Q1 		$33K Buy
+1,665
New +$29.7K ﹤0.01% 2465

Other funds holding PDO

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
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

IFP Advisors's PDO Position: Q2 2026 in Review

IFP Advisors held its PIMCO Dynamic Income Opportunities Fund (PDO) position steady in Q2 2026 at 5,500 shares worth $72.7K. The position accounts for ﹤0.01% of the portfolio, ranked #2180.

IFP Advisors first reported a position in PDO in Q1 2022 and has held it in 18 quarters since. The position peaked at $169K in Q3 2024. 135 funds tracked by Wall St. Rank hold PDO as of Q2 2026.

  • IFP Advisors held 5,500 shares of PIMCO Dynamic Income Opportunities Fund worth $72.7K as of Q2 2026.
  • IFP Advisors left its PIMCO Dynamic Income Opportunities Fund share count unchanged in Q2 2026.
  • PIMCO Dynamic Income Opportunities Fund made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #2180 holding.
  • IFP Advisors first reported a position in PIMCO Dynamic Income Opportunities Fund in Q1 2022 and has held it in 18 quarters since.
  • IFP Advisors's PIMCO Dynamic Income Opportunities Fund position peaked at $169K in Q3 2024.
  • 135 funds tracked by Wall St. Rank held PIMCO Dynamic Income Opportunities Fund as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.