Wolff Wiese Magana’s PIMCO Dynamic Income Opportunities Fund PDO Stock Holding History

Wolff Wiese Magana’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	$3.44K	Buy	260 +180	+225%	+$2.36K	﹤0.01%	722
2026 Q1	$1.03K	Hold	80	–	–	﹤0.01%	867
2025 Q4	$1.11K	Hold	80	–	–	﹤0.01%	834
2025 Q3	$1.13K	Sell	80 -1	-1%	-$14	﹤0.01%	839
2025 Q2	$1.09K	Hold	81	–	–	﹤0.01%	832
2025 Q1	$1.13K	Hold	81	–	–	﹤0.01%	836
2024 Q4	$1.1K	Hold	81	–	–	﹤0.01%	805
2024 Q3	$1.14K	Hold	81	–	–	﹤0.01%	838
2024 Q2	$1.08K	Hold	81	–	–	﹤0.01%	621
2024 Q1	$1.07K	Hold	81	–	–	﹤0.01%	565
2023 Q4	$992	Hold	81	–	–	﹤0.01%	553
2023 Q3	$963	Buy	+81	New	+$1.03K	﹤0.01%	621

Other funds holding PDO

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.39B AUM 19.93% 1-Year Est. Return

Meadowbrook Wealth Management Garden City, New York $92.9M AUM 51.42% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Crumly & Associates Springfield, Illinois $522M AUM 19.86% 1-Year Est. Return

Essential Investment Partners LLC Englewood, Colorado $125M AUM

Buska Wealth Management Wausau, Wisconsin $277M AUM 19.88% 1-Year Est. Return

Noble Wealth Management PBC Greenwood Village, Colorado $219M AUM 16.47% 1-Year Est. Return