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 – 3112
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

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
CWM
Clearview Wealth Management Irvine, California $156M AUM