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PIMCO Dynamic Income Opportuni shares owned by Cornerstone Advisory

Quarter-by-quarter ownership of PIMCO Dynamic Income Opportuni (PDO) shares owned by Cornerstone Advisory from 13F filings

Historical chart of Cornerstone Advisory investment in PIMCO Dynamic Income Opportuni

Jul 2023Oct 2023Jan 2024Apr 2024Jul 2024Oct 2024Jan 20252M4M6M100k200k300k400k
Value ($)Share countHistorical PDO position of Cornerstone Advisory Source: stockzoa.comValue ($)Share count

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All positions including PIMCO Dynamic Income Opportuni held by Cornerstone Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in PIMCO Dynamic Income Opportuni by Cornerstone Advisory

Quarter filed Position value Share count Share price at filing
2024-12-31 $5.7M 412k 13.82
2024-09-30 $6.0M 427k 14.12
2024-06-30 $5.8M 438k 13.29
2024-03-31 $5.9M 445k 13.17
2023-09-30 $3.2M 269k 11.88
2023-06-30 $1.1M 83k 13.06

More positions owned by Cornerstone Advisory

J P Morgan Exchange Traded F Equity Premium (JEPI)
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Ishares Tr Core S&p500 Etf (IVV)
Goldman Sachs Etf Tr S&p 500 Core Pre (GPIX)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
Apple (AAPL)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Admiral Fds 500 Grth Idx F (VOOG)
J P Morgan Exchange Traded F Income Etf (JPIE)
Vanguard Specialized Funds Div App Etf (VIG)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
T Rowe Price Etf Cap Appreciation (TCAF)
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)
Amazon (AMZN)

View all positions for Cornerstone Advisory

Top funds holding PIMCO Dynamic Income Opportuni

Morgan Stanley
UBS Group
Wells Fargo & Company
SOL Capital Management
Cohen & Steers Capital Management
Royal Bank of Canada
Invesco
Bank of America Corporation
Guggenheim Capital, LLC Managers
Commonwealth Equity Services
Cercano Management
Cornerstone Advisory
HighTower Advisors
Raymond James Financial
Element Wealth

View all funds holding PIMCO Dynamic Income Opportuni