Kestra Advisory Services
PDO icon

Kestra Advisory Services’s PIMCO Dynamic Income Opportunities Fund PDO Stock Holding History

Kestra Advisory Services’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 		$1.66M Buy
139,585
+44,643
+47% +$567K ﹤0.01% 1591
2026
Q2 		$1.26M Buy
94,942
+51,784
+120% +$679K ﹤0.01% 1667
2026
Q1 		$558K Sell
43,158
-1,662
-4% -$22.8K ﹤0.01% 2133
2025
Q4 		$620K Buy
44,820
+8,393
+23% +$117K ﹤0.01% 1986
2025
Q3 		$514K Buy
36,427
+430
+1% +$5.89K ﹤0.01% 2051
2025
Q2 		$485K Buy
35,997
+5,611
+18% +$74.9K ﹤0.01% 1979
2025
Q1 		$422K Buy
30,386
+2,052
+7% +$28.3K ﹤0.01% 1930
2024
Q4 		$385K Buy
28,334
+6,945
+32% +$95K ﹤0.01% 2055
2024
Q3 		$302K Buy
21,389
+940
+5% +$12.7K ﹤0.01% 2087
2024
Q2 		$272K Buy
20,449
+388
+2% +$5.09K ﹤0.01% 2179
2024
Q1 		$264K Buy
20,061
+2,107
+12% +$27.2K ﹤0.01% 2088
2023
Q4 		$220K Buy
17,954
+5,887
+49% +$68.9K ﹤0.01% 2046
2023
Q3 		$143K Sell
12,067
-1,676
-12% -$21.4K ﹤0.01% 1979
2023
Q2 		$179K Buy
13,743
+3,618
+36% +$46.4K ﹤0.01% 1924
2023
Q1 		$126K Buy
+10,125
New +$136K ﹤0.01% 1927

Other funds holding PDO

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Integrity Wealth Partners
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
Shaker Financial Services
Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return
Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 22.25% 1-Year Est. Return
Wedbush Securities
Wedbush Securities Los Angeles, California $3.95B AUM 25.45% 1-Year Est. Return

Kestra Advisory Services's PDO Position: Q3 2026 in Review

Kestra Advisory Services increased its PIMCO Dynamic Income Opportunities Fund (PDO) stake by 47% in Q3 2026, buying an estimated $567K and bringing the position to 139,585 shares worth $1.66M. The position accounts for ﹤0.01% of the portfolio, ranked #1591.

Kestra Advisory Services first reported a position in PDO in Q1 2023 and has held it in 15 quarters since. 62 funds tracked by Wall St. Rank hold PDO as of Q3 2026.

  • Kestra Advisory Services held 139,585 shares of PIMCO Dynamic Income Opportunities Fund worth $1.66M as of Q3 2026.
  • Kestra Advisory Services bought 44,643 PIMCO Dynamic Income Opportunities Fund shares in Q3 2026, an estimated $567K.
  • PIMCO Dynamic Income Opportunities Fund made up ﹤0.01% of Kestra Advisory Services's portfolio in Q3 2026, its #1591 holding.
  • Kestra Advisory Services first reported a position in PIMCO Dynamic Income Opportunities Fund in Q1 2023 and has held it in 15 quarters since.
  • 62 funds tracked by Wall St. Rank held PIMCO Dynamic Income Opportunities Fund as of Q3 2026.

Based on Kestra Advisory Services's 13F filing for Q3 2026, filed 2 Nov 2026.