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PDO

PIMCO Dynamic Income Opportunities Fund

Name Holding Trade Value Shares
Change
Change in
Stake
VVP
26
Venture Visionary Partners
Ohio
$1.77M
IFG
27
Independent Financial Group
California
$1.75M +$126K +9,119 +8%
Cetera Investment Advisers
28
Cetera Investment Advisers
Illinois
$1.71M +$387K +28,044 +29%
BAM
29
Belpointe Asset Management
Nevada
$1.67M -$49.8K -3,605 -3%
Stifel Financial
30
Stifel Financial
Missouri
$1.58M -$23.9K -1,727 -1%
WS
31
Wedbush Securities
California
$1.28M +$133K +9,600 +12%
First Trust Advisors
32
First Trust Advisors
Illinois
$1.28M -$38.7K -2,802 -3%
TJHA
33
Thomas J. Herzfeld Advisors
Florida
$1.24M +$1.24M +89,425 New
PVM
34
Palogic Value Management
Texas
$1.21M +$47.6K +3,448 +4%
AP
35
Americana Partners
Texas
$1.1M
CIA
36
Concurrent Investment Advisors
Florida
$1M +$995K +72,050 New
SIC
37
Samalin Investment Counsel
New York
$993K +$31.8K +2,302 +3%
GFG
38
Goldstone Financial Group
Illinois
$902K -$274K -19,860 -23%
Envestnet Asset Management
39
Envestnet Asset Management
Illinois
$755K +$148K +10,739 +25%
BI
40
Bramshill Investments
Florida
$746K +$967 +70 +0.1%
CW
41
CreativeOne Wealth
Kansas
$691K +$252K +18,250 +58%
Lido Advisors
42
Lido Advisors
California
$601K +$598K +43,284 New
WSFS
43
Wilmington Savings Fund Society
Delaware
$577K +$16.4K +1,187 +3%
XT
44
XTX Topco
Cayman Islands
$570K +$568K +41,084 New
SS
45
Sunbelt Securities
Texas
$557K +$63.8K +4,620 +13%
AWS
46
Atria Wealth Solutions
New York
$554K -$44.9K -3,250 -8%
MP
47
McDonald Partners
Ohio
$541K
TCM
48
Triumph Capital Management
Colorado
$515K +$107K +7,758 +26%
MWM
49
Maridea Wealth Management
New York
$482K -$1.69K -122 -0.3%
TA
50
Tectonic Advisors
Texas
$448K +$12.1K +879 +3%