SIS
PDO

Sound Income Strategies’s PIMCO Dynamic Income Opportunities Fund PDO Stock Holding History

Sound Income Strategies’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 		– Sell
-300
Closed -$3.96K – 1833
2026
Q1 		$3.96K Buy
+300
New +$4.11K ﹤0.01% 1929

Other funds holding PDO

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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
VVP
Venture Visionary Partners Sylvania, Ohio $3.6B AUM 30.03% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Sound Income Strategies's PDO Position: Q2 2026 in Review

Sound Income Strategies sold out of PIMCO Dynamic Income Opportunities Fund (PDO) in Q2 2026, closing a stake of 300 shares — an estimated $3.96K sold.

Sound Income Strategies first reported a position in PDO in Q1 2026 and held it in 1 quarter. The position peaked at $3.96K in Q1 2026. 56 funds tracked by Wall St. Rank hold PDO as of Q2 2026.

  • Sound Income Strategies reported no remaining PIMCO Dynamic Income Opportunities Fund position as of Q2 2026 after selling out during the quarter.
  • Sound Income Strategies sold 300 PIMCO Dynamic Income Opportunities Fund shares in Q2 2026, an estimated $3.96K.
  • Sound Income Strategies first reported a position in PIMCO Dynamic Income Opportunities Fund in Q1 2026 and held it in 1 quarter.
  • Sound Income Strategies's PIMCO Dynamic Income Opportunities Fund position peaked at $3.96K in Q1 2026.
  • 56 funds tracked by Wall St. Rank held PIMCO Dynamic Income Opportunities Fund as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.