Shaker Financial Services’s PIMCO Dynamic Income Opportunities Fund PDO Stock Holding History

Shaker Financial 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 Q2	$1.14M	Sell	85,176 -43,354	-34%	-$568K	0.36%	82
2026 Q1	$1.66M	Buy	+128,530	New	+$1.76M	0.58%	67
2025 Q1	–	Sell	-26,775	Closed	-$364K	–	179
2024 Q4	$364K	Buy	+26,775	New	+$366K	0.14%	141
2024 Q1	–	Sell	-316,056	Closed	-$3.88M	–	173
2023 Q4	$3.88M	Buy	316,056 +200,921	+175%	+$2.35M	1.59%	10
2023 Q3	$1.37M	Buy	115,135 +31,089	+37%	+$396K	0.64%	55
2023 Q2	$1.11M	Sell	84,046 -782	-0.9%	-$10K	0.49%	72
2023 Q1	$1.05M	Buy	84,828 +10,519	+14%	+$142K	0.46%	69
2022 Q4	$949K	Buy	74,309 +31,917	+75%	+$440K	0.44%	69
2022 Q3	$559K	Sell	42,392 -124,913	-75%	-$1.85M	0.28%	90
2022 Q2	$2.32M	Buy	167,305 +76,415	+84%	+$1.18M	1.13%	30
2022 Q1	$1.54M	Buy	+90,890	New	+$1.62M	0.58%	62

Other funds holding PDO

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Meadowbrook Wealth Management Garden City, New York $92.9M AUM 51.42% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Crumly & Associates Springfield, Illinois $522M AUM 19.86% 1-Year Est. Return

Essential Investment Partners LLC Englewood, Colorado $125M AUM

Buska Wealth Management Wausau, Wisconsin $277M AUM 19.88% 1-Year Est. Return

Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return

Clearview Wealth Management Irvine, California $156M AUM