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McAlister Sweet & Associates’s PIMCO Dynamic Income Opportunities Fund PDO Stock Holding History

McAlister Sweet & Associates’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 		$119K Buy
10,051
+20
+0.2% +$254 0.08% 35
2026
Q2 		$133K Buy
+10,031
New +$132K 0.07% 41

Other funds holding PDO

IWP
Integrity Wealth Partners Walnut Creek, California $129M AUM
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
GP
Gridiron Partners Wexford, Pennsylvania $199M AUM 3.12% 1-Year Est. Return
MWM
Meadowbrook Wealth Management Garden City, New York $95.4M AUM 31.96% 1-Year Est. Return
CA
Crumly & Associates Springfield, Illinois $563M AUM 13.12% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return
BA
Ballew Advisors Jackson, Mississippi $201M AUM 10.31% 1-Year Est. Return

McAlister Sweet & Associates's PDO Position: Q3 2026 in Review

McAlister Sweet & Associates increased its PIMCO Dynamic Income Opportunities Fund (PDO) stake by 0.2% in Q3 2026, buying an estimated $254 and bringing the position to 10,051 shares worth $119K. The position accounts for 0.08% of the portfolio, ranked #35.

McAlister Sweet & Associates first reported a position in PDO in Q2 2026 and has held it in 2 quarters since. The position peaked at $133K in Q2 2026. 15 funds tracked by Wall St. Rank hold PDO as of Q3 2026.

  • McAlister Sweet & Associates held 10,051 shares of PIMCO Dynamic Income Opportunities Fund worth $119K as of Q3 2026.
  • McAlister Sweet & Associates bought 20 PIMCO Dynamic Income Opportunities Fund shares in Q3 2026, an estimated $254.
  • PIMCO Dynamic Income Opportunities Fund made up 0.08% of McAlister Sweet & Associates's portfolio in Q3 2026, its #35 holding.
  • McAlister Sweet & Associates first reported a position in PIMCO Dynamic Income Opportunities Fund in Q2 2026 and has held it in 2 quarters since.
  • McAlister Sweet & Associates's PIMCO Dynamic Income Opportunities Fund position peaked at $133K in Q2 2026.
  • 15 funds tracked by Wall St. Rank held PIMCO Dynamic Income Opportunities Fund as of Q3 2026.

Based on McAlister Sweet & Associates's 13F filing for Q3 2026, filed 7 Oct 2026.