Toth Financial Advisory’s PIMCO Dynamic Income Opportunities Fund PDO Stock Holding History

Toth Financial Advisory’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 Q3	$4.74K	Hold	400	–	–	﹤0.01%	679
2026 Q2	$5.29K	Hold	400	–	–	﹤0.01%	647
2026 Q1	$5.17K	Hold	400	–	–	﹤0.01%	635
2025 Q4	$5.54K	Hold	400	–	–	﹤0.01%	624
2025 Q3	$5.65K	Hold	400	–	–	﹤0.01%	597
2025 Q2	$5.39K	Hold	400	–	–	﹤0.01%	551
2025 Q1	$5.55K	Hold	400	–	–	﹤0.01%	518
2024 Q4	$5.44K	Hold	400	–	–	﹤0.01%	506
2024 Q3	$5.65K	Hold	400	–	–	﹤0.01%	508
2024 Q2	$5.32K	Hold	400	–	–	﹤0.01%	521
2024 Q1	$5.27K	Hold	400	–	–	﹤0.01%	520
2023 Q4	$4.9K	Sell	400 -442	-52%	-$5.17K	﹤0.01%	532
2023 Q3	$10K	Sell	842 -50	-6%	-$637	﹤0.01%	440
2023 Q2	$11.7K	Sell	892 -170	-16%	-$2.18K	﹤0.01%	449
2023 Q1	$13.2K	Hold	1,062	–	–	﹤0.01%	428
2022 Q4	$13.6K	Buy	1,062 +65	+7%	+$895	﹤0.01%	415
2022 Q3	$13K	Buy	997 +98	+11%	+$1.45K	﹤0.01%	425
2022 Q2	$12K	Buy	899 +30	+3%	+$464	﹤0.01%	419
2022 Q1	$15K	Buy	869 +160	+23%	+$2.85K	﹤0.01%	415
2021 Q4	$14K	Buy	709 +84	+13%	+$1.73K	﹤0.01%	447
2021 Q3	$13K	Buy	+625	New	+$13.4K	﹤0.01%	448

Other funds holding PDO

IWP

Integrity Wealth Partners Walnut Creek, California $129M AUM

VVP

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

SFS

Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

TCM

Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return

Gridiron Partners Wexford, Pennsylvania $199M AUM 3.12% 1-Year Est. Return

MWM

Meadowbrook Wealth Management Garden City, New York $95.4M AUM 31.96% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Crumly & Associates Springfield, Illinois $563M AUM 13.12% 1-Year Est. Return

Toth Financial Advisory's PDO Position: Q3 2026 in Review

Toth Financial Advisory held its PIMCO Dynamic Income Opportunities Fund (PDO) position steady in Q3 2026 at 400 shares worth $4.74K. The position accounts for ﹤0.01% of the portfolio, ranked #679.

Toth Financial Advisory first reported a position in PDO in Q3 2021 and has held it in 21 quarters since. The position peaked at $15K in Q1 2022. 18 funds tracked by Wall St. Rank hold PDO as of Q3 2026.

Toth Financial Advisory held 400 shares of PIMCO Dynamic Income Opportunities Fund worth $4.74K as of Q3 2026.
Toth Financial Advisory left its PIMCO Dynamic Income Opportunities Fund share count unchanged in Q3 2026.
PIMCO Dynamic Income Opportunities Fund made up ﹤0.01% of Toth Financial Advisory's portfolio in Q3 2026, its #679 holding.
Toth Financial Advisory first reported a position in PIMCO Dynamic Income Opportunities Fund in Q3 2021 and has held it in 21 quarters since.
Toth Financial Advisory's PIMCO Dynamic Income Opportunities Fund position peaked at $15K in Q1 2022.
18 funds tracked by Wall St. Rank held PIMCO Dynamic Income Opportunities Fund as of Q3 2026.

Based on Toth Financial Advisory's 13F filing for Q3 2026, filed 8 Oct 2026.