NWF Advisory Services
PDO icon

NWF Advisory Services’s PIMCO Dynamic Income Opportunities Fund PDO Stock Holding History

NWF Advisory Services’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 		$627K Buy
52,908
+32,225
+156% +$409K 0.06% 193
2026
Q2 		$273K Buy
20,683
+4,568
+28% +$59.9K 0.03% 326
2026
Q1 		$208K Buy
16,115
+107
+0.7% +$1.47K 0.02% 354
2025
Q4 		$222K Sell
16,008
-8,245
-34% -$115K 0.02% 344
2025
Q3 		$342K Buy
24,253
+818
+3% +$11.2K 0.04% 267
2025
Q2 		$316K Sell
23,435
-4,508
-16% -$60.1K 0.04% 282
2025
Q1 		$388K Sell
27,943
-6,731
-19% -$93K 0.05% 212
2024
Q4 		$475K Buy
34,674
+14,353
+71% +$196K 0.07% 145
2024
Q3 		$287K Sell
20,321
-1,552
-7% -$21K 0.04% 247
2024
Q2 		$291K Sell
21,873
-300
-1% -$3.94K 0.05% 228
2024
Q1 		$292K Sell
22,173
-11,647
-34% -$151K 0.05% 230
2023
Q4 		$414K Buy
33,820
+16,197
+92% +$190K 0.08% 165
2023
Q3 		$209K Sell
17,623
-126
-0.7% -$1.61K 0.05% 229
2023
Q2 		$232K Hold
17,749
– – 0.05% 219
2023
Q1 		$232K Buy
+17,749
New +$239K 0.05% 218

Other funds holding PDO

IWP
Integrity Wealth Partners Walnut Creek, California $129M AUM
Venture Visionary Partners
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
TCM
Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 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
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

NWF Advisory Services's PDO Position: Q3 2026 in Review

NWF Advisory Services increased its PIMCO Dynamic Income Opportunities Fund (PDO) stake by 156% in Q3 2026, buying an estimated $409K and bringing the position to 52,908 shares worth $627K. The position accounts for 0.06% of the portfolio, ranked #193.

NWF Advisory Services first reported a position in PDO in Q1 2023 and has held it in 15 quarters since. 33 funds tracked by Wall St. Rank hold PDO as of Q3 2026.

  • NWF Advisory Services held 52,908 shares of PIMCO Dynamic Income Opportunities Fund worth $627K as of Q3 2026.
  • NWF Advisory Services bought 32,225 PIMCO Dynamic Income Opportunities Fund shares in Q3 2026, an estimated $409K.
  • PIMCO Dynamic Income Opportunities Fund made up 0.06% of NWF Advisory Services's portfolio in Q3 2026, its #193 holding.
  • NWF Advisory Services first reported a position in PIMCO Dynamic Income Opportunities Fund in Q1 2023 and has held it in 15 quarters since.
  • 33 funds tracked by Wall St. Rank held PIMCO Dynamic Income Opportunities Fund as of Q3 2026.

Based on NWF Advisory Services's 13F filing for Q3 2026, filed 19 Oct 2026.