Meadowbrook Wealth Management
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Meadowbrook Wealth Management’s PIMCO Dynamic Income Opportunities Fund PDO Stock Holding History

Meadowbrook Wealth Management’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 		$439K Sell
37,020
-6,250
-14% -$79.3K 0.46% 48
2026
Q2 		$574K Buy
+43,270
New +$567K 0.62% 36
2026
Q1 		– Sell
-32,970
Closed -$456K – 74
2025
Q4 		$456K Buy
32,970
+100
+0.3% +$1.39K 0.52% 40
2025
Q3 		$464K Buy
+32,870
New +$451K 0.48% 46

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HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Integrity Wealth Partners
Integrity Wealth Partners Walnut Creek, California $129M AUM
Private Advisor Group
Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return
Leavell Investment Management
Leavell Investment Management Mobile, Alabama $2.86B AUM 18.95% 1-Year Est. Return
Cornerstone Advisory
Cornerstone Advisory Hunt Valley, Maryland $1.29B AUM 13.16% 1-Year Est. Return
J.W. Cole Advisors
J.W. Cole Advisors Tampa, Florida $5.93B AUM 23.96% 1-Year Est. Return
Venture Visionary Partners
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Meadowbrook Wealth Management's PDO Position: Q3 2026 in Review

Meadowbrook Wealth Management reduced its PIMCO Dynamic Income Opportunities Fund (PDO) stake by 14% in Q3 2026, selling an estimated $79.3K and leaving 37,020 shares worth $439K. The position accounts for 0.46% of the portfolio, ranked #48.

Meadowbrook Wealth Management first reported a position in PDO in Q3 2025 and has held it in 4 quarters since. The position peaked at $574K in Q2 2026. 87 funds tracked by Wall St. Rank hold PDO as of Q3 2026.

  • Meadowbrook Wealth Management held 37,020 shares of PIMCO Dynamic Income Opportunities Fund worth $439K as of Q3 2026.
  • Meadowbrook Wealth Management sold 6,250 PIMCO Dynamic Income Opportunities Fund shares in Q3 2026, an estimated $79.3K.
  • PIMCO Dynamic Income Opportunities Fund made up 0.46% of Meadowbrook Wealth Management's portfolio in Q3 2026, its #48 holding.
  • Meadowbrook Wealth Management first reported a position in PIMCO Dynamic Income Opportunities Fund in Q3 2025 and has held it in 4 quarters since.
  • Meadowbrook Wealth Management's PIMCO Dynamic Income Opportunities Fund position peaked at $574K in Q2 2026.
  • 87 funds tracked by Wall St. Rank held PIMCO Dynamic Income Opportunities Fund as of Q3 2026.

Based on Meadowbrook Wealth Management's 13F filing for Q3 2026, filed 8 Oct 2026.