Pasadena Private Wealth’s PIMCO Dynamic Income Opportunities Fund PDO Stock Holding History

Pasadena Private Wealth’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	$733K	Buy	+61,805	New	+$784K	0.09%	122

Other funds holding PDO

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Integrity Wealth Partners Walnut Creek, California $129M AUM

Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return

Leavell Investment Management Mobile, Alabama $2.86B AUM 18.95% 1-Year Est. Return

Cornerstone Advisory Hunt Valley, Maryland $1.29B AUM 13.16% 1-Year Est. Return

J.W. Cole Advisors Tampa, Florida $5.93B AUM 23.96% 1-Year Est. Return

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Pasadena Private Wealth's PDO Position: Q3 2026 in Review

Pasadena Private Wealth opened a new position in PIMCO Dynamic Income Opportunities Fund (PDO) in Q3 2026: 61,805 shares worth $733K. The stake represents 0.09% of the portfolio and ranks #122 among its holdings.

87 funds tracked by Wall St. Rank hold PDO as of Q3 2026.

Pasadena Private Wealth held 61,805 shares of PIMCO Dynamic Income Opportunities Fund worth $733K as of Q3 2026.
PIMCO Dynamic Income Opportunities Fund was a new Pasadena Private Wealth position in Q3 2026.
PIMCO Dynamic Income Opportunities Fund made up 0.09% of Pasadena Private Wealth's portfolio in Q3 2026, its #122 holding.
87 funds tracked by Wall St. Rank held PIMCO Dynamic Income Opportunities Fund as of Q3 2026.

Based on Pasadena Private Wealth's 13F filing for Q3 2026, filed 10 Nov 2026.