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PDO

PIMCO Dynamic Income Opportunities Fund

Name Holding Trade Value Shares
Change
Change in
Stake
WS
26
Wedbush Securities
California
$1.12M +$58.1K +4,560 +5%
First Trust Advisors
27
First Trust Advisors
Illinois
$978K +$56.8K +4,457 +6%
PIWA
28
Prevail Innovative Wealth Advisors
Kansas
$965K +$1.04M +81,207 New
PVM
29
Palogic Value Management
Texas
$870K +$175K +13,724 +23%
NWM
30
Nicola Wealth Management
British Columbia, Canada
$867K
Rockefeller Capital Management
31
Rockefeller Capital Management
New York
$865K +$109K +8,532 +13%
Envestnet Asset Management
32
Envestnet Asset Management
Illinois
$756K +$252K +19,788 +45%
AWS
33
Atria Wealth Solutions
New York
$751K -$53.7K -4,210 -6%
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$734K -$242 -19 -0%
PI
35
PFG Investments
New York
$724K +$15.2K +1,195 +2%
PAG
36
Private Advisor Group
New Jersey
$703K +$18.6K +1,458 +3%
Susquehanna International Group
37
Susquehanna International Group
Pennsylvania
$634K +$680K +53,349 New
Jane Street
38
Jane Street
New York
$629K +$541K +42,418 +402%
PWMA
39
Pension & Wealth Management Advisors
Massachusetts
$608K +$391K +30,657 +149%
RP
40
Riverbridge Partners
Minnesota
$591K -$61K -4,783 -9%
IFG
41
Independent Financial Group
California
$571K +$368K +28,861 +150%
ASFA
42
All Season Financial Advisors
Colorado
$537K -$237K -18,626 -29%
Northwestern Mutual Wealth Management
43
Northwestern Mutual Wealth Management
Wisconsin
$498K -$98K -7,685 -16%
JWCA
44
J.W. Cole Advisors
Florida
$482K -$62.4K -4,893 -11%
SIC
45
Samalin Investment Counsel
New York
$470K +$145K +11,350 +40%
SS
46
Sunbelt Securities
Texas
$465K -$7.65K -600 -2%
Wealth Enhancement Advisory Services
47
Wealth Enhancement Advisory Services
Minnesota
$447K +$479K +37,590 New
JSW
48
Journey Strategic Wealth
New Jersey
$431K +$140K +11,000 +43%
JP Morgan Chase
49
JP Morgan Chase
New York
$392K +$421K +32,989 New
Janney Montgomery Scott
50
Janney Montgomery Scott
Pennsylvania
$381K -$191K -14,962 -32%