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PDO

PIMCO Dynamic Income Opportunities Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Janney Montgomery Scott
26
Janney Montgomery Scott
Pennsylvania
$829K +$77.2K +5,216 +9%
WS
27
Wedbush Securities
California
$759K -$11.9K -806 -1%
CW
28
CreativeOne Wealth
Kansas
$730K +$819K +55,312 New
RP
29
Riverbridge Partners
Minnesota
$723K +$22.6K +1,524 +3%
NWM
30
Nicola Wealth Management
British Columbia, Canada
$712K
LPL Financial
31
LPL Financial
California
$616K +$167K +11,270 +32%
First Trust Advisors
32
First Trust Advisors
Illinois
$594K +$396K +26,791 +147%
SFS
33
Shaker Financial Services
Virginia
$559K -$1.85M -124,913 -75%
JWCA
34
J.W. Cole Advisors
Florida
$455K +$74.2K +5,013 +17%
TA
35
Tectonic Advisors
Texas
$396K +$444K +30,000 New
Allspring Global Investments
36
Allspring Global Investments
North Carolina
$363K -$434K -29,354 -52%
ASFA
37
All Season Financial Advisors
Colorado
$333K +$16.7K +1,131 +5%
CCP
38
Carmel Capital Partners
California
$328K -$147K -9,903 -28%
PAG
39
Private Advisor Group
New Jersey
$328K +$130K +8,756 +54%
AA
40
ACT Advisors
North Carolina
$310K +$8.52K +576 +3%
PNC Financial Services Group
41
PNC Financial Services Group
Pennsylvania
$308K +$5.56K +376 +2%
CIA
42
Capital Investment Advisors
Georgia
$301K +$338K +22,835 New
National Bank of Canada
43
National Bank of Canada
Quebec, Canada
$276K +$85.7K +5,790 +40%
CIC
44
Carnegie Investment Counsel
Ohio
$264K
NL
45
NWAM LLC
Washington
$264K +$296K +19,989 New
VF
46
Virtu Financial
New York
$254K +$285K +19,253 New
DY
47
Dowling & Yahnke
California
$228K +$256K +17,299 New
SPP
48
Single Point Partners
Massachusetts
$216K +$243K +16,405 New
Envestnet Asset Management
49
Envestnet Asset Management
Illinois
$202K -$403K -27,236 -64%
AFO
50
Allie Family Office
Florida
$198K +$74K +5,000 +50%