Optimum Investment Advisors’s PIMCO Dynamic Income Opportunities Fund PDO Stock Holding History

Optimum Investment 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
2025 Q3	$226K	Hold	16,000	–	–	0.09%	180
2025 Q2	$216K	Hold	16,000	–	–	0.09%	171
2025 Q1	$222K	Hold	16,000	–	–	0.1%	165
2024 Q4	$217K	Hold	16,000	–	–	0.1%	166
2024 Q3	$226K	Hold	16,000	–	–	0.1%	176
2024 Q2	$213K	Hold	16,000	–	–	0.1%	181
2024 Q1	$211K	Hold	16,000	–	–	0.1%	187
2023 Q4	$196K	Hold	16,000	–	–	0.1%	185
2023 Q3	$190K	Buy	16,000 +8,000	+100%	+$102K	0.1%	184
2023 Q2	$104K	Hold	8,000	–	–	0.05%	266
2023 Q1	$99.2K	Buy	+8,000	New	+$108K	0.05%	268

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

SCM

SOL Capital Management Rockville, Maryland $206M AUM 17.87% 1-Year Est. Return

Cercano Management Bellevue, Washington $2.32B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

Optimum Investment Advisors's PDO Position: Q3 2025 in Review

Optimum Investment Advisors held its PIMCO Dynamic Income Opportunities Fund (PDO) position steady in Q3 2025 at 16,000 shares worth $226K. The position accounts for 0.09% of the portfolio, ranked #180.

Optimum Investment Advisors first reported a position in PDO in Q1 2023 and has held it in 11 quarters since. 133 funds tracked by Wall St. Rank hold PDO as of Q3 2025.

Optimum Investment Advisors held 16,000 shares of PIMCO Dynamic Income Opportunities Fund worth $226K as of Q3 2025.
Optimum Investment Advisors left its PIMCO Dynamic Income Opportunities Fund share count unchanged in Q3 2025.
PIMCO Dynamic Income Opportunities Fund made up 0.09% of Optimum Investment Advisors's portfolio in Q3 2025, its #180 holding.
Optimum Investment Advisors first reported a position in PIMCO Dynamic Income Opportunities Fund in Q1 2023 and has held it in 11 quarters since.
133 funds tracked by Wall St. Rank held PIMCO Dynamic Income Opportunities Fund as of Q3 2025.

Based on Optimum Investment Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.