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PDO

PIMCO Dynamic Income Opportunities Fund

Name Holding Trade Value Shares
Change
Change in
Stake
PVM
26
Palogic Value Management
Texas
$974K +$1.05M +76,308 New
SFS
27
Shaker Financial Services
Virginia
$949K +$440K +31,917 +75%
AWS
28
Atria Wealth Solutions
New York
$934K -$86.2K -6,260 -8%
CW
29
CreativeOne Wealth
Kansas
$864K +$170K +12,326 +22%
Janney Montgomery Scott
30
Janney Montgomery Scott
Pennsylvania
$769K -$37K -2,684 -4%
WS
31
Wedbush Securities
California
$763K +$30.3K +2,196 +4%
CIA
32
Capital Investment Advisors
Georgia
$760K +$505K +36,670 +161%
RP
33
Riverbridge Partners
Minnesota
$729K +$31.5K +2,286 +4%
LPL Financial
34
LPL Financial
California
$699K +$111K +8,071 +17%
NWM
35
Nicola Wealth Management
British Columbia, Canada
$688K
First Trust Advisors
36
First Trust Advisors
Illinois
$655K +$85.8K +6,227 +14%
ASFA
37
All Season Financial Advisors
Colorado
$647K +$350K +25,424 +101%
CCP
38
Carmel Capital Partners
California
$551K +$252K +18,287 +73%
Envestnet Asset Management
39
Envestnet Asset Management
Illinois
$513K +$343K +24,907 +163%
JWCA
40
J.W. Cole Advisors
Florida
$485K +$47.9K +3,475 +10%
Northwestern Mutual Wealth Management
41
Northwestern Mutual Wealth Management
Wisconsin
$483K -$6.01M -435,910 -92%
RJA
42
Raymond James & Associates
Florida
$425K +$255K +18,525 +126%
C
43
CFO4Life
Texas
$419K +$452K +32,786 New
CG
44
CFO4Life Group
Texas
$419K +$452K +32,786 New
HF
45
HRT Financial
New York
$393K +$424K +30,779 New
TA
46
Tectonic Advisors
Texas
$383K
PWM
47
Perigon Wealth Management
California
$359K +$388K +28,137 New
PGWM
48
Parisi Gray Wealth Management
New Jersey
$349K +$376K +27,323 New
AA
49
ACT Advisors
North Carolina
$331K +$33.3K +2,414 +10%
PNC Financial Services Group
50
PNC Financial Services Group
Pennsylvania
$298K