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PDO

PIMCO Dynamic Income Opportunities Fund

Name Holding Trade Value Shares
Change
Change in
Stake
PNC Financial Services Group
51
PNC Financial Services Group
Pennsylvania
$289K
JSW
52
Journey Strategic Wealth
New Jersey
$287K +$56.7K +4,214 +22%
National Bank of Canada
53
National Bank of Canada
Quebec, Canada
$275K +$22.3K +1,660 +8%
HWAM
54
Hennion & Walsh Asset Management
New Jersey
$274K -$6.08K -452 -2%
TA
55
Tectonic Advisors
Texas
$248K -$135K -10,000 -33%
IFG
56
Independent Financial Group
California
$245K +$13.5K +1,000 +5%
SIC
57
Samalin Investment Counsel
New York
$244K +$78.6K +5,840 +42%
RRA
58
Round Rock Advisors
Connecticut
$235K
RJA
59
Raymond James & Associates
Florida
$235K -$193K -14,366 -43%
NAS
60
NWF Advisory Services
California
$232K +$239K +17,749 New
HWM
61
HB Wealth Management
Georgia
$225K +$107K +7,971 +78%
Corient Private Wealth
62
Corient Private Wealth
Florida
$215K
SPP
63
Single Point Partners
Massachusetts
$203K
EFG
64
Ethos Financial Group
Pennsylvania
$188K
CIC
65
Carnegie Investment Counsel
Ohio
$186K -$67.3K -5,000 -25%
AFO
66
Allie Family Office
Florida
$186K
HighTower Advisors
67
HighTower Advisors
Illinois
$184K +$29K +2,157 +17%
HT
68
HighTower Trust
Texas
$166K
OBWG
69
Onyx Bridge Wealth Group
New York
$164K -$16.8K -1,250 -9%
MAG
70
Mayfair Advisory Group
Alabama
$159K +$21.1K +1,569 +14%
CAN
71
Cetera Advisor Networks
California
$156K -$1.61K -120 -0.9%
CA
72
Crumly & Associates
Illinois
$155K
BAM
73
Belpointe Asset Management
Nevada
$152K +$165K +12,280 New
DADC
74
D.A. Davidson & Co
Montana
$143K +$155K +11,541 New
NA
75
NewEdge Advisors
Louisiana
$142K +$10.1K +750 +7%