Wealth Enhancement Advisory Services
PDO

Wealth Enhancement Advisory Services’s PIMCO Dynamic Income Opportunities Fund PDO Stock Holding History

Wealth Enhancement Advisory Services’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 		$2.39M Buy
179,552
+145,963
+435% +$1.91M ﹤0.01% 1460
2026
Q1 		$444K Buy
33,589
+22,261
+197% +$305K ﹤0.01% 2416
2025
Q4 		$158K Buy
11,328
+29
+0.3% +$403 ﹤0.01% 3337
2025
Q3 		$160K Sell
11,299
-350
-3% -$4.8K ﹤0.01% 3213
2025
Q2 		$157K Buy
+11,649
New +$155K ﹤0.01% 3056
2025
Q1 		– Sell
-12,851
Closed -$175K – 3111
2024
Q4 		$175K Sell
12,851
-3,010
-19% -$41.2K ﹤0.01% 2723
2024
Q3 		$224K Sell
15,861
-629
-4% -$8.52K ﹤0.01% 2379
2024
Q2 		$219K Sell
16,490
-1,261
-7% -$16.6K ﹤0.01% 2218
2024
Q1 		$234K Sell
17,751
-3,047
-15% -$39.4K ﹤0.01% 2089
2023
Q4 		$255K Sell
20,798
-16,792
-45% -$196K ﹤0.01% 1936
2023
Q3 		$447K Buy
+37,590
New +$479K ﹤0.01% 1498

Other funds holding PDO

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CM
Cercano Management Bellevue, Washington $750M AUM 25.77% 1-Year Est. Return

Wealth Enhancement Advisory Services's PDO Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its PIMCO Dynamic Income Opportunities Fund (PDO) stake by 435% in Q2 2026, buying an estimated $1.91M and bringing the position to 179,552 shares worth $2.39M. The position accounts for ﹤0.01% of the portfolio, ranked #1460.

Wealth Enhancement Advisory Services first reported a position in PDO in Q3 2023 and has held it in 11 quarters since. 136 funds tracked by Wall St. Rank hold PDO as of Q2 2026.

  • Wealth Enhancement Advisory Services held 179,552 shares of PIMCO Dynamic Income Opportunities Fund worth $2.39M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 145,963 PIMCO Dynamic Income Opportunities Fund shares in Q2 2026, an estimated $1.91M.
  • PIMCO Dynamic Income Opportunities Fund made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1460 holding.
  • Wealth Enhancement Advisory Services first reported a position in PIMCO Dynamic Income Opportunities Fund in Q3 2023 and has held it in 11 quarters since.
  • 136 funds tracked by Wall St. Rank held PIMCO Dynamic Income Opportunities Fund as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.