JIP
PDO

Jaffetilchin Investment Partners’s PIMCO Dynamic Income Opportunities Fund PDO Stock Holding History

Jaffetilchin Investment 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 		– Sell
-21,206
Closed -$293K – 495
2025
Q4 		$293K Buy
+21,206
New +$295K 0.02% 363

Other funds holding PDO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Jaffetilchin Investment Partners's PDO Position: Q1 2026 in Review

Jaffetilchin Investment Partners sold out of PIMCO Dynamic Income Opportunities Fund (PDO) in Q1 2026, closing a stake of 21,206 shares — an estimated $293K sold.

Jaffetilchin Investment Partners first reported a position in PDO in Q4 2025 and held it in 1 quarter. The position peaked at $293K in Q4 2025. 135 funds tracked by Wall St. Rank hold PDO as of Q1 2026.

  • Jaffetilchin Investment Partners reported no remaining PIMCO Dynamic Income Opportunities Fund position as of Q1 2026 after selling out during the quarter.
  • Jaffetilchin Investment Partners sold 21,206 PIMCO Dynamic Income Opportunities Fund shares in Q1 2026, an estimated $293K.
  • Jaffetilchin Investment Partners first reported a position in PIMCO Dynamic Income Opportunities Fund in Q4 2025 and held it in 1 quarter.
  • Jaffetilchin Investment Partners's PIMCO Dynamic Income Opportunities Fund position peaked at $293K in Q4 2025.
  • 135 funds tracked by Wall St. Rank held PIMCO Dynamic Income Opportunities Fund as of Q1 2026.

Based on Jaffetilchin Investment Partners's 13F filing for Q1 2026, filed 13 May 2026.