Sigma Planning Corp’s PIMCO Dynamic Income Opportunities Fund PDO Stock Holding History

Sigma Planning Corp’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	$141K	Buy	+10,680	New	+$140K	﹤0.01%	1366
2022 Q3	–	Sell	-10,790	Closed	-$149K	–	1324
2022 Q2	$149K	Buy	+10,790	New	+$167K	0.01%	1193

Other funds holding PDO

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cercano Management Bellevue, Washington $750M AUM 25.77% 1-Year Est. Return

Sigma Planning Corp's PDO Position: Q2 2026 in Review

Sigma Planning Corp opened a new position in PIMCO Dynamic Income Opportunities Fund (PDO) in Q2 2026: 10,680 shares worth $141K. The stake represents ﹤0.01% of the portfolio and ranks #1366 among its holdings. This is a return to the name: Sigma Planning Corp previously reported a position in PDO as recently as Q2 2022.

Sigma Planning Corp first reported a position in PDO in Q2 2022 and has held it in 2 quarters since. The position peaked at $149K in Q2 2022. 136 funds tracked by Wall St. Rank hold PDO as of Q2 2026.

Sigma Planning Corp held 10,680 shares of PIMCO Dynamic Income Opportunities Fund worth $141K as of Q2 2026.
PIMCO Dynamic Income Opportunities Fund was a new Sigma Planning Corp position in Q2 2026.
PIMCO Dynamic Income Opportunities Fund made up ﹤0.01% of Sigma Planning Corp's portfolio in Q2 2026, its #1366 holding.
Sigma Planning Corp first reported a position in PIMCO Dynamic Income Opportunities Fund in Q2 2022 and has held it in 2 quarters since.
Sigma Planning Corp's PIMCO Dynamic Income Opportunities Fund position peaked at $149K in Q2 2022.
136 funds tracked by Wall St. Rank held PIMCO Dynamic Income Opportunities Fund as of Q2 2026.

Based on Sigma Planning Corp's 13F filing for Q2 2026, filed 7 Aug 2026.