MWM
PDO

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
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

Other funds holding PDO

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
LIM
Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return
CA
Cornerstone Advisory Hunt Valley, Maryland $1.21B AUM 19.13% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.6B AUM 30.03% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Meadowbrook Wealth Management's PDO Position: Q2 2026 in Review

Meadowbrook Wealth Management opened a new position in PIMCO Dynamic Income Opportunities Fund (PDO) in Q2 2026: 43,270 shares worth $574K. The stake represents 0.62% of the portfolio and ranks #36 among its holdings. This is a return to the name: Meadowbrook Wealth Management previously reported a position in PDO as recently as Q4 2025.

Meadowbrook Wealth Management first reported a position in PDO in Q3 2025 and has held it in 3 quarters since. 75 funds tracked by Wall St. Rank hold PDO as of Q2 2026.

  • Meadowbrook Wealth Management held 43,270 shares of PIMCO Dynamic Income Opportunities Fund worth $574K as of Q2 2026.
  • PIMCO Dynamic Income Opportunities Fund was a new Meadowbrook Wealth Management position in Q2 2026.
  • PIMCO Dynamic Income Opportunities Fund made up 0.62% of Meadowbrook Wealth Management's portfolio in Q2 2026, its #36 holding.
  • Meadowbrook Wealth Management first reported a position in PIMCO Dynamic Income Opportunities Fund in Q3 2025 and has held it in 3 quarters since.
  • 75 funds tracked by Wall St. Rank held PIMCO Dynamic Income Opportunities Fund as of Q2 2026.

Based on Meadowbrook Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.