NWMP
PDO

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

Noble Wealth Management PBC’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 		$145K Buy
10,979
+1,048
+11% +$13.7K 0.07% 184
2026
Q1 		$128K Buy
9,931
+1,648
+20% +$22.6K 0.06% 176
2025
Q4 		$115K Buy
8,283
+1,769
+27% +$24.6K 0.06% 181
2025
Q3 		$92K Buy
+6,514
New +$89.3K 0.05% 188
2025
Q1 		$73.7K Buy
5,309
+1,509
+40% +$20.8K 0.05% 182
2024
Q4 		$51.6K Buy
+3,800
New +$52K 0.04% 195

Other funds holding PDO

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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
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 $43.3B AUM 29.3% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Noble Wealth Management PBC's PDO Position: Q2 2026 in Review

Noble Wealth Management PBC increased its PIMCO Dynamic Income Opportunities Fund (PDO) stake by 11% in Q2 2026, buying an estimated $13.7K and bringing the position to 10,979 shares worth $145K. The position accounts for 0.07% of the portfolio, ranked #184.

Noble Wealth Management PBC first reported a position in PDO in Q4 2024 and has held it in 6 quarters since. 55 funds tracked by Wall St. Rank hold PDO as of Q2 2026.

  • Noble Wealth Management PBC held 10,979 shares of PIMCO Dynamic Income Opportunities Fund worth $145K as of Q2 2026.
  • Noble Wealth Management PBC bought 1,048 PIMCO Dynamic Income Opportunities Fund shares in Q2 2026, an estimated $13.7K.
  • PIMCO Dynamic Income Opportunities Fund made up 0.07% of Noble Wealth Management PBC's portfolio in Q2 2026, its #184 holding.
  • Noble Wealth Management PBC first reported a position in PIMCO Dynamic Income Opportunities Fund in Q4 2024 and has held it in 6 quarters since.
  • 55 funds tracked by Wall St. Rank held PIMCO Dynamic Income Opportunities Fund as of Q2 2026.

Based on Noble Wealth Management PBC's 13F filing for Q2 2026, filed 1 Jul 2026.