Venture Visionary Partners’s PIMCO Dynamic Income Opportunities Fund PDO Stock Holding History

Venture Visionary 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 Q3	$2.91M	Buy	245,399 +57,867	+31%	+$734K	0.08%	200
2026 Q2	$2.48M	Hold	187,532	–	–	0.07%	218
2026 Q1	$2.42M	Buy	187,532 +60,000	+47%	+$822K	0.08%	197
2025 Q4	$1.77M	Hold	127,532	–	–	0.06%	242
2025 Q3	$1.8M	Hold	127,532	–	–	0.06%	223
2025 Q2	$1.72M	Hold	127,532	–	–	0.06%	221
2025 Q1	$1.77M	Hold	127,532	–	–	0.07%	211
2024 Q4	$1.73M	Buy	127,532 +48,959	+62%	+$669K	0.07%	204
2024 Q3	$1.11M	Hold	78,573	–	–	0.05%	264
2024 Q2	$1.04M	Hold	78,573	–	–	0.05%	268
2024 Q1	$1.03M	Buy	+78,573	New	+$1.02M	0.05%	268

Other funds holding PDO

IWP

Integrity Wealth Partners Walnut Creek, California $129M AUM

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

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

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

NWMP

Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return

Ballew Advisors Jackson, Mississippi $201M AUM 10.31% 1-Year Est. Return

CWM

Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return

Venture Visionary Partners's PDO Position: Q3 2026 in Review

Venture Visionary Partners increased its PIMCO Dynamic Income Opportunities Fund (PDO) stake by 31% in Q3 2026, buying an estimated $734K and bringing the position to 245,399 shares worth $2.91M. The position accounts for 0.08% of the portfolio, ranked #200.

Venture Visionary Partners first reported a position in PDO in Q1 2024 and has held it in 11 quarters since. 15 funds tracked by Wall St. Rank hold PDO as of Q3 2026.

Venture Visionary Partners held 245,399 shares of PIMCO Dynamic Income Opportunities Fund worth $2.91M as of Q3 2026.
Venture Visionary Partners bought 57,867 PIMCO Dynamic Income Opportunities Fund shares in Q3 2026, an estimated $734K.
PIMCO Dynamic Income Opportunities Fund made up 0.08% of Venture Visionary Partners's portfolio in Q3 2026, its #200 holding.
Venture Visionary Partners first reported a position in PIMCO Dynamic Income Opportunities Fund in Q1 2024 and has held it in 11 quarters since.
15 funds tracked by Wall St. Rank held PIMCO Dynamic Income Opportunities Fund as of Q3 2026.

Based on Venture Visionary Partners's 13F filing for Q3 2026, filed 7 Oct 2026.