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PDO

PIMCO Dynamic Income Opportunities Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Wealth Enhancement Advisory Services
26
Wealth Enhancement Advisory Services
Minnesota
$2.39M +$1.91M +145,963 +435%
BAM
27
Belpointe Asset Management
Nevada
$2.17M +$741K +56,545 +53%
EPG
28
Estate Planners Group
Pennsylvania
$2M -$184 -14 -0%
IFG
29
Independent Financial Group
California
$1.66M +$19.8K +1,511 +1%
SA
30
Sanctuary Advisors
Indiana
$1.46M +$1.3M +99,468 +904%
WS
31
Wedbush Securities
California
$1.46M +$145K +11,043 +11%
CIA
32
Concurrent Investment Advisors
Florida
$1.32M +$22.9K +1,750 +2%
NA
33
NewEdge Advisors
Louisiana
$1.28M -$1.03M -78,702 -45%
TCM
34
Triumph Capital Management
Colorado
$1.28M +$93.3K +7,118 +8%
KAS
35
Kestra Advisory Services
Texas
$1.26M +$679K +51,784 +120%
PVM
36
Palogic Value Management
Texas
$1.23M +$39.3K +3,000 +3%
Envestnet Asset Management
37
Envestnet Asset Management
Illinois
$1.14M +$514K +39,162 +83%
SFS
38
Shaker Financial Services
Virginia
$1.14M -$568K -43,354 -34%
ACMG
39
Anchor Capital Management Group
California
$1.12M -$656K -50,000 -37%
AP
40
Americana Partners
Texas
$1.05M
Northwestern Mutual Wealth Management
41
Northwestern Mutual Wealth Management
Wisconsin
$1.03M +$115K +8,791 +13%
P
42
&Partners
Tennessee
$996K -$778K -59,300 -45%
Susquehanna International Group
43
Susquehanna International Group
Pennsylvania
$983K +$142K +10,806 +17%
XT
44
XTX Topco
Cayman Islands
$915K +$118K +8,972 +15%
TJHA
45
Thomas J. Herzfeld Advisors
Florida
$882K
GFG
46
Goldstone Financial Group
Illinois
$829K -$24.5K -1,868 -3%
Jane Street
47
Jane Street
New York
$777K -$1.53M -116,686 -67%
RA
48
RFG Advisory
Alabama
$698K +$9.96K +760 +1%
BI
49
Bramshill Investments
Florida
$697K +$7.57K +577 +1%
AC
50
AlphaCore Capital
California
$679K +$13.2K +1,006 +2%