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

Integrity 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 Q1	$3.02M	Buy	+233,197	New	+$3.2M	2.71%	8

Other funds holding PDO

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Integrity Wealth Partners's PDO Position: Q1 2026 in Review

Integrity Wealth Partners opened a new position in PIMCO Dynamic Income Opportunities Fund (PDO) in Q1 2026: 233,197 shares worth $3.02M. The stake represents 2.71% of the portfolio and ranks #8 among its holdings.

135 funds tracked by Wall St. Rank hold PDO as of Q1 2026.

Integrity Wealth Partners held 233,197 shares of PIMCO Dynamic Income Opportunities Fund worth $3.02M as of Q1 2026.
PIMCO Dynamic Income Opportunities Fund was a new Integrity Wealth Partners position in Q1 2026.
PIMCO Dynamic Income Opportunities Fund made up 2.71% of Integrity Wealth Partners's portfolio in Q1 2026, its #8 holding.
135 funds tracked by Wall St. Rank held PIMCO Dynamic Income Opportunities Fund as of Q1 2026.

Based on Integrity Wealth Partners's 13F filing for Q1 2026, filed 27 Apr 2026.