SWA
PDO

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

SOA Wealth Advisors’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 		$821 Sell
821
-49
-6% -$643 ﹤0.01% 807
2026
Q1 		$870 Hold
870
– – ﹤0.01% 754
2025
Q4 		$870 Buy
+870
New +$12.1K ﹤0.01% 760
2025
Q2 		– Sell
-84,723
Closed -$84.7K – 914
2025
Q1 		$84.7K Buy
+84,723
New +$1.17M 0.02% 278

Other funds holding PDO

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CM
Cercano Management Bellevue, Washington $750M AUM 25.77% 1-Year Est. Return

SOA Wealth Advisors's PDO Position: Q2 2026 in Review

SOA Wealth Advisors reduced its PIMCO Dynamic Income Opportunities Fund (PDO) stake by 5.6% in Q2 2026, selling an estimated $643 and leaving 821 shares worth $821. The position accounts for ﹤0.01% of the portfolio, ranked #807.

SOA Wealth Advisors first reported a position in PDO in Q1 2025 and has held it in 4 quarters since. The position peaked at $84.7K in Q1 2025. 136 funds tracked by Wall St. Rank hold PDO as of Q2 2026.

  • SOA Wealth Advisors held 821 shares of PIMCO Dynamic Income Opportunities Fund worth $821 as of Q2 2026.
  • SOA Wealth Advisors sold 49 PIMCO Dynamic Income Opportunities Fund shares in Q2 2026, an estimated $643.
  • PIMCO Dynamic Income Opportunities Fund made up ﹤0.01% of SOA Wealth Advisors's portfolio in Q2 2026, its #807 holding.
  • SOA Wealth Advisors first reported a position in PIMCO Dynamic Income Opportunities Fund in Q1 2025 and has held it in 4 quarters since.
  • SOA Wealth Advisors's PIMCO Dynamic Income Opportunities Fund position peaked at $84.7K in Q1 2025.
  • 136 funds tracked by Wall St. Rank held PIMCO Dynamic Income Opportunities Fund as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.