SWM
PDO

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

SHP Wealth Management’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 		$11.4K Buy
859
+17
+2% +$223 ﹤0.01% 933
2026
Q1 		$10.9K Sell
842
-179
-18% -$2.45K ﹤0.01% 882
2025
Q4 		$14.1K Buy
+1,021
New +$14.2K ﹤0.01% 751

Other funds holding PDO

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
LIM
Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return
CA
Cornerstone Advisory Hunt Valley, Maryland $1.21B AUM 19.13% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.6B AUM 30.03% 1-Year Est. Return

SHP Wealth Management's PDO Position: Q2 2026 in Review

SHP Wealth Management increased its PIMCO Dynamic Income Opportunities Fund (PDO) stake by 2% in Q2 2026, buying an estimated $223 and bringing the position to 859 shares worth $11.4K. The position accounts for ﹤0.01% of the portfolio, ranked #933.

SHP Wealth Management first reported a position in PDO in Q4 2025 and has held it in 3 quarters since. The position peaked at $14.1K in Q4 2025. 87 funds tracked by Wall St. Rank hold PDO as of Q2 2026.

  • SHP Wealth Management held 859 shares of PIMCO Dynamic Income Opportunities Fund worth $11.4K as of Q2 2026.
  • SHP Wealth Management bought 17 PIMCO Dynamic Income Opportunities Fund shares in Q2 2026, an estimated $223.
  • PIMCO Dynamic Income Opportunities Fund made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #933 holding.
  • SHP Wealth Management first reported a position in PIMCO Dynamic Income Opportunities Fund in Q4 2025 and has held it in 3 quarters since.
  • SHP Wealth Management's PIMCO Dynamic Income Opportunities Fund position peaked at $14.1K in Q4 2025.
  • 87 funds tracked by Wall St. Rank held PIMCO Dynamic Income Opportunities Fund as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.