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PDO

PIMCO Dynamic Income Opportunities Fund

Name Holding Trade Value Shares
Change
Change in
Stake
HWAM
51
Hennion & Walsh Asset Management
New Jersey
$288K +$311K +22,573 New
PWMA
52
Pension & Wealth Management Advisors
Massachusetts
$274K +$295K +21,442 New
National Bank of Canada
53
National Bank of Canada
Quebec, Canada
$269K +$551 +40 +0.2%
CIC
54
Carnegie Investment Counsel
Ohio
$255K
RRA
55
Round Rock Advisors
Connecticut
$242K +$261K +18,945 New
JSW
56
Journey Strategic Wealth
New Jersey
$241K +$55.4K +4,022 +27%
IFG
57
Independent Financial Group
California
$239K +$258K +18,750 New
Corient Private Wealth
58
Corient Private Wealth
Florida
$221K +$238K +17,299 New
SPP
59
Single Point Partners
Massachusetts
$209K
OBWG
60
Onyx Bridge Wealth Group
New York
$196K
EFG
61
Ethos Financial Group
Pennsylvania
$193K +$207K +15,000 New
AFO
62
Allie Family Office
Florida
$192K
CA
63
CoreCap Advisors
Michigan
$190K +$205K +14,900 New
AW
64
Atlas Wealth
Ohio
$181K +$196K +14,195 New
GA
65
Greytown Advisors
Florida
$178K
SIC
66
Samalin Investment Counsel
New York
$176K +$38.7K +2,810 +26%
HT
67
HighTower Trust
Texas
$167K
CAN
68
Cetera Advisor Networks
California
$162K +$174K +12,666 New
HighTower Advisors
69
HighTower Advisors
Illinois
$161K +$29K +2,108 +20%
MCC
70
Money Concepts Capital
Florida
$160K +$172K +12,520 New
CA
71
Crumly & Associates
Illinois
$160K -$805K -58,454 -82%
MAG
72
Mayfair Advisory Group
Alabama
$149K
VF
73
Virtu Financial
New York
$146K -$108K -7,817 -41%
NA
74
NewEdge Advisors
Louisiana
$137K +$147K +10,700 New
HWM
75
HB Wealth Management
Georgia
$130K +$140K +10,175 New