TFA
PDO

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
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

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.39B AUM 19.93% 1-Year Est. Return
MWM
Meadowbrook Wealth Management Garden City, New York $92.9M AUM 51.42% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return
CA
Crumly & Associates Springfield, Illinois $522M AUM 19.86% 1-Year Est. Return
EIPL
Essential Investment Partners LLC Englewood, Colorado $125M AUM
BWM
Buska Wealth Management Wausau, Wisconsin $277M AUM 19.88% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $219M AUM 16.47% 1-Year Est. Return