Independent Financial Group
PDO icon

Independent Financial Group’s PIMCO Dynamic Income Opportunities Fund PDO Stock Holding History

Independent Financial Group’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 		$1.45M Sell
122,268
-3,400
-3% -$43.1K 0.03% 555
2026
Q2 		$1.66M Buy
125,668
+1,511
+1% +$19.8K 0.03% 505
2026
Q1 		$1.61M Sell
124,157
-1,407
-1% -$19.3K 0.04% 464
2025
Q4 		$1.74M Buy
125,564
+1,062
+0.9% +$14.8K 0.04% 432
2025
Q3 		$1.76M Sell
124,502
-1,767
-1% -$24.2K 0.04% 423
2025
Q2 		$1.7M Sell
126,269
-155
-0.1% -$2.07K 0.05% 386
2025
Q1 		$1.75M Buy
126,424
+9,119
+8% +$126K 0.06% 313
2024
Q4 		$1.59M Sell
117,305
-1,308
-1% -$17.9K 0.05% 347
2024
Q3 		$1.67M Buy
118,613
+17,883
+18% +$242K 0.06% 311
2024
Q2 		$1.34M Buy
100,730
+16,632
+20% +$218K 0.05% 326
2024
Q1 		$1.11M Buy
84,098
+14,839
+21% +$192K 0.05% 347
2023
Q4 		$848K Buy
69,259
+21,173
+44% +$248K 0.05% 408
2023
Q3 		$571K Buy
48,086
+28,861
+150% +$368K 0.04% 453
2023
Q2 		$251K Sell
19,225
-525
-3% -$6.73K 0.02% 729
2023
Q1 		$245K Buy
19,750
+1,000
+5% +$13.5K 0.02% 699
2022
Q4 		$239K Buy
+18,750
New +$258K 0.02% 653

Other funds holding PDO

IWP
Integrity Wealth Partners Walnut Creek, California $129M AUM
Venture Visionary Partners
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
TCM
Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return
GP
Gridiron Partners Wexford, Pennsylvania $199M AUM 3.12% 1-Year Est. Return
MWM
Meadowbrook Wealth Management Garden City, New York $95.4M AUM 31.96% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
CA
Crumly & Associates Springfield, Illinois $563M AUM 13.12% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return

Independent Financial Group's PDO Position: Q3 2026 in Review

Independent Financial Group reduced its PIMCO Dynamic Income Opportunities Fund (PDO) stake by 2.7% in Q3 2026, selling an estimated $43.1K and leaving 122,268 shares worth $1.45M. The position accounts for 0.03% of the portfolio, ranked #555.

Independent Financial Group first reported a position in PDO in Q4 2022 and has held it in 16 quarters since. The position peaked at $1.76M in Q3 2025. 18 funds tracked by Wall St. Rank hold PDO as of Q3 2026.

  • Independent Financial Group held 122,268 shares of PIMCO Dynamic Income Opportunities Fund worth $1.45M as of Q3 2026.
  • Independent Financial Group sold 3,400 PIMCO Dynamic Income Opportunities Fund shares in Q3 2026, an estimated $43.1K.
  • PIMCO Dynamic Income Opportunities Fund made up 0.03% of Independent Financial Group's portfolio in Q3 2026, its #555 holding.
  • Independent Financial Group first reported a position in PIMCO Dynamic Income Opportunities Fund in Q4 2022 and has held it in 16 quarters since.
  • Independent Financial Group's PIMCO Dynamic Income Opportunities Fund position peaked at $1.76M in Q3 2025.
  • 18 funds tracked by Wall St. Rank held PIMCO Dynamic Income Opportunities Fund as of Q3 2026.

Based on Independent Financial Group's 13F filing for Q3 2026, filed 13 Oct 2026.