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PDO

PIMCO Dynamic Income Opportunities Fund

Name Holding Trade Value Shares
Change
Change in
Stake
ASFA
26
All Season Financial Advisors
Colorado
$371K +$45.3K +2,107 +14%
First Trust Advisors
27
First Trust Advisors
Illinois
$366K +$24.7K +1,150 +7%
OBWG
28
Onyx Bridge Wealth Group
New York
$281K +$281K +13,091 New
IWP
29
Icon Wealth Partners
Texas
$269K +$276K +12,840 New
AIP
30
Almanack Investment Partners
Pennsylvania
$253K
US Bancorp
31
US Bancorp
Minnesota
$210K +$215K +10,000 New
LWM
32
Liberty Wealth Management
California
$165K
Wells Fargo
33
Wells Fargo
California
$147K
VCM
34
Versant Capital Management
Arizona
$105K +$21.5K +1,000 +25%
FP
35
Financial Perspectives
Minnesota
$105K +$107K +5,000 New
Citigroup
36
Citigroup
New York
$104K +$107K +4,977 New
APA
37
American Portfolios Advisors
New York
$80.1K +$82.1K +3,819 New
FIA
38
FNY Investment Advisers
New York
$78K +$80.6K +3,750 New
WWMSC
39
Wagner Wealth Management (South Carolina)
South Carolina
$60K -$30.6K -1,425 -33%
GWM
40
Geneos Wealth Management
Colorado
$49K
Fifth Third Bancorp
41
Fifth Third Bancorp
Ohio
$42K
AWA
42
Arkadios Wealth Advisors
Georgia
$27K +$473 +22 +2%
TWM
43
Tradition Wealth Management
Minnesota
$25K +$25.8K +1,200 New
DOA
44
D'Orazio & Associates
Virginia
$22K +$9.67K +450 +75%
COCM
45
Charter Oak Capital Management
New Hampshire
$17K
DAC
46
Dividend Assets Capital
South Carolina
$14K +$9.67K +450 +225%
TFA
47
Toth Financial Advisory
Virginia
$13K +$13.4K +625 New
AssetMark Inc
48
AssetMark Inc
California
$6K +$6.02K +280 New
VNA
49
Valley National Advisers
Pennsylvania
$1K +$172 +8 +40%
CIBC World Market
50
CIBC World Market
Ontario, Canada
-$666K -28,743 Closed