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

PUREfi 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	$363K	Buy	+30,596	New	+$388K	0.17%	148

Other funds holding PDO

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

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

Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

PUREfi Wealth's PDO Position: Q3 2026 in Review

PUREfi Wealth opened a new position in PIMCO Dynamic Income Opportunities Fund (PDO) in Q3 2026: 30,596 shares worth $363K. The stake represents 0.17% of the portfolio and ranks #148 among its holdings.

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

PUREfi Wealth held 30,596 shares of PIMCO Dynamic Income Opportunities Fund worth $363K as of Q3 2026.
PIMCO Dynamic Income Opportunities Fund was a new PUREfi Wealth position in Q3 2026.
PIMCO Dynamic Income Opportunities Fund made up 0.17% of PUREfi Wealth's portfolio in Q3 2026, its #148 holding.
73 funds tracked by Wall St. Rank held PIMCO Dynamic Income Opportunities Fund as of Q3 2026.

Based on PUREfi Wealth's 13F filing for Q3 2026, filed 19 Oct 2026.