Kingswood Wealth Advisors’s PIMCO Dynamic Income Opportunities Fund PDO Stock Holding History

Kingswood Wealth Advisors’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	$161K	Buy	12,170 +740	+6%	+$9.7K	0.01%	964
2026 Q1	$148K	Sell	11,430 -700	-6%	-$9.59K	0.01%	896
2025 Q4	$168K	Buy	12,130 +1,500	+14%	+$20.9K	0.01%	836
2025 Q3	$150K	Buy	+10,630	New	+$146K	0.01%	772
2025 Q1	–	Sell	-13,530	Closed	-$184K	–	802
2024 Q4	$184K	Buy	+13,530	New	+$185K	0.01%	743
2024 Q3	–	Sell	-17,719	Closed	-$235K	–	730
2024 Q2	$235K	Sell	17,719 -20,139	-53%	-$264K	0.02%	591
2024 Q1	$499K	Buy	+37,858	New	+$490K	0.06%	348
2023 Q4	–	Sell	-20,273	Closed	-$241K	–	664
2023 Q3	$241K	Sell	20,273 -1,138	-5%	-$14.5K	0.04%	356
2023 Q2	$280K	Buy	+21,411	New	+$274K	0.09%	205

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 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

Cercano Management Bellevue, Washington $750M AUM 25.77% 1-Year Est. Return

Kingswood Wealth Advisors's PDO Position: Q2 2026 in Review

Kingswood Wealth Advisors increased its PIMCO Dynamic Income Opportunities Fund (PDO) stake by 6.5% in Q2 2026, buying an estimated $9.7K and bringing the position to 12,170 shares worth $161K. The position accounts for 0.01% of the portfolio, ranked #964.

Kingswood Wealth Advisors first reported a position in PDO in Q2 2023 and has held it in 9 quarters since. The position peaked at $499K in Q1 2024. 136 funds tracked by Wall St. Rank hold PDO as of Q2 2026.

Kingswood Wealth Advisors held 12,170 shares of PIMCO Dynamic Income Opportunities Fund worth $161K as of Q2 2026.
Kingswood Wealth Advisors bought 740 PIMCO Dynamic Income Opportunities Fund shares in Q2 2026, an estimated $9.7K.
PIMCO Dynamic Income Opportunities Fund made up 0.01% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #964 holding.
Kingswood Wealth Advisors first reported a position in PIMCO Dynamic Income Opportunities Fund in Q2 2023 and has held it in 9 quarters since.
Kingswood Wealth Advisors's PIMCO Dynamic Income Opportunities Fund position peaked at $499K in Q1 2024.
136 funds tracked by Wall St. Rank held PIMCO Dynamic Income Opportunities Fund as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.