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 Q3	–	Sell	-10,680	Closed	-$141K	–	1413
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

Integrity Wealth Partners Walnut Creek, California $129M AUM

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

Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.95B AUM 25.45% 1-Year Est. Return

Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Gridiron Partners Wexford, Pennsylvania $199M AUM 3.12% 1-Year Est. Return

Sigma Planning Corp's PDO Position: Q3 2026 in Review

Sigma Planning Corp sold out of PIMCO Dynamic Income Opportunities Fund (PDO) in Q3 2026, closing a stake of 10,680 shares — an estimated $141K sold.

Sigma Planning Corp first reported a position in PDO in Q2 2022 and held it in 2 quarters. The position peaked at $149K in Q2 2022. 40 funds tracked by Wall St. Rank hold PDO as of Q3 2026.

Sigma Planning Corp reported no remaining PIMCO Dynamic Income Opportunities Fund position as of Q3 2026 after selling out during the quarter.
Sigma Planning Corp sold 10,680 PIMCO Dynamic Income Opportunities Fund shares in Q3 2026, an estimated $141K.
Sigma Planning Corp first reported a position in PIMCO Dynamic Income Opportunities Fund in Q2 2022 and held it in 2 quarters.
Sigma Planning Corp's PIMCO Dynamic Income Opportunities Fund position peaked at $149K in Q2 2022.
40 funds tracked by Wall St. Rank held PIMCO Dynamic Income Opportunities Fund as of Q3 2026.

Based on Sigma Planning Corp's 13F filing for Q3 2026, filed 23 Oct 2026.