Stratos Wealth Partners’s PIMCO Dynamic Income Opportunities Fund PDO Stock Holding History

Stratos Wealth Partners’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	$415K	Sell	31,420 -135	-0.4%	-$1.77K	﹤0.01%	1235
2026 Q1	$408K	Buy	31,555 +321	+1%	+$4.4K	﹤0.01%	1151
2025 Q4	$432K	Buy	31,234 +2,470	+9%	+$34.4K	﹤0.01%	1106
2025 Q3	$406K	Sell	28,764 -3,180	-10%	-$43.6K	﹤0.01%	1104
2025 Q2	$431K	Buy	31,944 +2,524	+9%	+$33.7K	0.01%	984
2025 Q1	$408K	Buy	+29,420	New	+$406K	0.01%	965
2022 Q1	–	Sell	-41,768	Closed	-$817K	–	1325
2021 Q4	$817K	Buy	+41,768	New	+$858K	0.02%	621

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

Stratos Wealth Partners's PDO Position: Q2 2026 in Review

Stratos Wealth Partners reduced its PIMCO Dynamic Income Opportunities Fund (PDO) stake by 0.43% in Q2 2026, selling an estimated $1.77K and leaving 31,420 shares worth $415K. The position accounts for ﹤0.01% of the portfolio, ranked #1235.

Stratos Wealth Partners first reported a position in PDO in Q4 2021 and has held it in 7 quarters since. The position peaked at $817K in Q4 2021. 136 funds tracked by Wall St. Rank hold PDO as of Q2 2026.

Stratos Wealth Partners held 31,420 shares of PIMCO Dynamic Income Opportunities Fund worth $415K as of Q2 2026.
Stratos Wealth Partners sold 135 PIMCO Dynamic Income Opportunities Fund shares in Q2 2026, an estimated $1.77K.
PIMCO Dynamic Income Opportunities Fund made up ﹤0.01% of Stratos Wealth Partners's portfolio in Q2 2026, its #1235 holding.
Stratos Wealth Partners first reported a position in PIMCO Dynamic Income Opportunities Fund in Q4 2021 and has held it in 7 quarters since.
Stratos Wealth Partners's PIMCO Dynamic Income Opportunities Fund position peaked at $817K in Q4 2021.
136 funds tracked by Wall St. Rank held PIMCO Dynamic Income Opportunities Fund as of Q2 2026.

Based on Stratos Wealth Partners's 13F filing for Q2 2026, filed 11 Aug 2026.