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 Q3	$65.2K	Hold	5,500	–	–	﹤0.01%	2232
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%	2533
2022 Q3	$33K	Hold	1,665	–	–	﹤0.01%	2698
2022 Q2	$33K	Hold	1,665	–	–	﹤0.01%	2466
2022 Q1	$33K	Buy	+1,665	New	+$29.7K	﹤0.01%	2464

Other funds holding PDO

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Integrity Wealth Partners Walnut Creek, California $129M AUM

Cornerstone Advisory Hunt Valley, Maryland $1.29B AUM 13.16% 1-Year Est. Return

J.W. Cole Advisors Tampa, Florida $5.93B AUM 23.96% 1-Year Est. Return

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

IFP Advisors's PDO Position: Q3 2026 in Review

IFP Advisors held its PIMCO Dynamic Income Opportunities Fund (PDO) position steady in Q3 2026 at 5,500 shares worth $65.2K. The position accounts for ﹤0.01% of the portfolio, ranked #2232.

IFP Advisors first reported a position in PDO in Q1 2022 and has held it in 19 quarters since. The position peaked at $169K in Q3 2024. 73 funds tracked by Wall St. Rank hold PDO as of Q3 2026.

IFP Advisors held 5,500 shares of PIMCO Dynamic Income Opportunities Fund worth $65.2K as of Q3 2026.
IFP Advisors left its PIMCO Dynamic Income Opportunities Fund share count unchanged in Q3 2026.
PIMCO Dynamic Income Opportunities Fund made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #2232 holding.
IFP Advisors first reported a position in PIMCO Dynamic Income Opportunities Fund in Q1 2022 and has held it in 19 quarters since.
IFP Advisors's PIMCO Dynamic Income Opportunities Fund position peaked at $169K in Q3 2024.
73 funds tracked by Wall St. Rank held PIMCO Dynamic Income Opportunities Fund as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.