NWA
PDO

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

Navis 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 		– Sell
-90,524
Closed -$1.17M – 197
2026
Q1 		$1.17M Buy
+90,524
New +$1.24M 0.6% 45

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

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

Navis Wealth Advisors sold out of PIMCO Dynamic Income Opportunities Fund (PDO) in Q2 2026, closing a stake of 90,524 shares — an estimated $1.17M sold.

Navis Wealth Advisors first reported a position in PDO in Q1 2026 and held it in 1 quarter. The position peaked at $1.17M in Q1 2026. 136 funds tracked by Wall St. Rank hold PDO as of Q2 2026.

  • Navis Wealth Advisors reported no remaining PIMCO Dynamic Income Opportunities Fund position as of Q2 2026 after selling out during the quarter.
  • Navis Wealth Advisors sold 90,524 PIMCO Dynamic Income Opportunities Fund shares in Q2 2026, an estimated $1.17M.
  • Navis Wealth Advisors first reported a position in PIMCO Dynamic Income Opportunities Fund in Q1 2026 and held it in 1 quarter.
  • Navis Wealth Advisors's PIMCO Dynamic Income Opportunities Fund position peaked at $1.17M in Q1 2026.
  • 136 funds tracked by Wall St. Rank held PIMCO Dynamic Income Opportunities Fund as of Q2 2026.

Based on Navis Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.