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

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.39B AUM 19.93% 1-Year Est. Return

Meadowbrook Wealth Management Garden City, New York $92.9M AUM 51.42% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Crumly & Associates Springfield, Illinois $522M AUM 19.86% 1-Year Est. Return

Essential Investment Partners LLC Englewood, Colorado $125M AUM

Buska Wealth Management Wausau, Wisconsin $277M AUM 19.88% 1-Year Est. Return

Noble Wealth Management PBC Greenwood Village, Colorado $219M AUM 16.47% 1-Year Est. Return