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PIMCO Dynamic Income Opportuni shares owned by CWM

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

Historical chart of CWM investment in PIMCO Dynamic Income Opportuni

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in PIMCO Dynamic Income Opportuni by CWM

Quarter filed Position value Share count Share price at filing
2024-03-31 $28k 2.1k 13.25
2023-12-31 $25k 2.1k 12.13
2023-09-30 $25k 2.1k 11.94
2023-06-30 $25k 1.9k 12.92
2023-03-31 $19k 1.6k 12.20
2022-12-31 $6.0k 465 12.90
2022-09-30 $7.0k 560 12.50
2022-06-30 $7.0k 526 13.31
2022-03-31 $9.0k 526 17.11

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Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr S&p 500 Grwt Etf (IVW)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
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Blackrock Etf Trust Us Eqt Factor (DYNF)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Eafe Value Etf (EFV)
Pimco Etf Tr Active Bd Etf (BOND)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr Ser Tr Portfolio S&p400 (SPMD)

View all positions for CWM

Top funds holding PIMCO Dynamic Income Opportuni

Morgan Stanley
UBS Group
Wells Fargo & Company
Cohen & Steers Capital Management
Penserra Capital Management
SOL Capital Management
Bank of America Corporation
Commonwealth Equity Services
Royal Bank of Canada
Cornerstone Advisory
Guggenheim Capital, LLC Managers
Element Wealth
LPL Financial
Capital Investment Advisors
Advisor Group Holdings

View all funds holding PIMCO Dynamic Income Opportuni