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 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

NWF Advisory Services's PDO Position: Q1 2026 in Review

NWF Advisory Services increased its PIMCO Dynamic Income Opportunities Fund (PDO) stake by 0.67% in Q1 2026, buying an estimated $1.47K and bringing the position to 16,115 shares worth $208K. The position accounts for 0.02% of the portfolio, ranked #354.

NWF Advisory Services first reported a position in PDO in Q1 2023 and has held it in 13 quarters since. The position peaked at $475K in Q4 2024. 135 funds tracked by Wall St. Rank hold PDO as of Q1 2026.

NWF Advisory Services held 16,115 shares of PIMCO Dynamic Income Opportunities Fund worth $208K as of Q1 2026.
NWF Advisory Services bought 107 PIMCO Dynamic Income Opportunities Fund shares in Q1 2026, an estimated $1.47K.
PIMCO Dynamic Income Opportunities Fund made up 0.02% of NWF Advisory Services's portfolio in Q1 2026, its #354 holding.
NWF Advisory Services first reported a position in PIMCO Dynamic Income Opportunities Fund in Q1 2023 and has held it in 13 quarters since.
NWF Advisory Services's PIMCO Dynamic Income Opportunities Fund position peaked at $475K in Q4 2024.
135 funds tracked by Wall St. Rank held PIMCO Dynamic Income Opportunities Fund as of Q1 2026.

Based on NWF Advisory Services's 13F filing for Q1 2026, filed 4 May 2026.