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

Spire 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	$75.8K	Buy	5,733 +2,000	+54%	+$26.2K	﹤0.01%	1059
2026 Q1	$48.3K	Hold	3,733	–	–	﹤0.01%	1176
2025 Q4	$51.7K	Sell	3,733 -2,000	-35%	-$27.8K	﹤0.01%	1173
2025 Q3	$81K	Buy	5,733 +200	+4%	+$2.74K	﹤0.01%	1074
2025 Q2	$74.6K	Sell	5,533 -900	-14%	-$12K	﹤0.01%	1081
2025 Q1	$89.3K	Buy	6,433 +2,000	+45%	+$27.6K	﹤0.01%	1074
2024 Q4	$60.2K	Buy	+4,433	New	+$60.6K	﹤0.01%	1214

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

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

Spire Wealth Management increased its PIMCO Dynamic Income Opportunities Fund (PDO) stake by 54% in Q2 2026, buying an estimated $26.2K and bringing the position to 5,733 shares worth $75.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1059.

Spire Wealth Management first reported a position in PDO in Q4 2024 and has held it in 7 quarters since. The position peaked at $89.3K in Q1 2025. 135 funds tracked by Wall St. Rank hold PDO as of Q2 2026.

Spire Wealth Management held 5,733 shares of PIMCO Dynamic Income Opportunities Fund worth $75.8K as of Q2 2026.
Spire Wealth Management bought 2,000 PIMCO Dynamic Income Opportunities Fund shares in Q2 2026, an estimated $26.2K.
PIMCO Dynamic Income Opportunities Fund made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1059 holding.
Spire Wealth Management first reported a position in PIMCO Dynamic Income Opportunities Fund in Q4 2024 and has held it in 7 quarters since.
Spire Wealth Management's PIMCO Dynamic Income Opportunities Fund position peaked at $89.3K in Q1 2025.
135 funds tracked by Wall St. Rank held PIMCO Dynamic Income Opportunities Fund as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.