KAS
PDO

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
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

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CM
Cercano Management Bellevue, Washington $750M AUM 25.77% 1-Year Est. Return

Kestra Advisory Services's PDO Position: Q2 2026 in Review

Kestra Advisory Services increased its PIMCO Dynamic Income Opportunities Fund (PDO) stake by 120% in Q2 2026, buying an estimated $679K and bringing the position to 94,942 shares worth $1.26M. The position accounts for ﹤0.01% of the portfolio, ranked #1667.

Kestra Advisory Services first reported a position in PDO in Q1 2023 and has held it in 14 quarters since. 135 funds tracked by Wall St. Rank hold PDO as of Q2 2026.

  • Kestra Advisory Services held 94,942 shares of PIMCO Dynamic Income Opportunities Fund worth $1.26M as of Q2 2026.
  • Kestra Advisory Services bought 51,784 PIMCO Dynamic Income Opportunities Fund shares in Q2 2026, an estimated $679K.
  • PIMCO Dynamic Income Opportunities Fund made up ﹤0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #1667 holding.
  • Kestra Advisory Services first reported a position in PIMCO Dynamic Income Opportunities Fund in Q1 2023 and has held it in 14 quarters since.
  • 135 funds tracked by Wall St. Rank held PIMCO Dynamic Income Opportunities Fund as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.