Estate Planners Group »

PIMCO Dynamic Income Opportuni shares owned by Estate Planners Group

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

Historical chart of Estate Planners Group investment in PIMCO Dynamic Income Opportuni

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in PIMCO Dynamic Income Opportuni by Estate Planners Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $2.2M 160k 13.84

More positions owned by Estate Planners Group

Guggenheim Strategic Opportu Com Sbi (GOF)
Pimco Dynamic Income SHS (PDI)
Series Portfolios Tr Eldridge Bbb B (CLOZ)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ares Capital Corporation (ARCC)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Neos Etf Trust Nasdaq 100 High (QQQI)
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)
Etf Ser Solutions Defiance Quantum (QTUM)
Amazon (AMZN)
Neos Etf Trust Bitcoin High Inc (BTCI)
NVIDIA Corporation (NVDA)
Listed Fds Tr Roundhill Magnif (MAGS)
Meta Platforms Cl A (META)

View all positions for Estate Planners Group

Top funds holding PIMCO Dynamic Income Opportuni

UBS Group
Wells Fargo & Company
SOL Capital Management
Cohen & Steers Capital Management
Invesco
Guggenheim Capital, LLC Managers
Raymond James Financial
Commonwealth Equity Services
HighTower Advisors
Leavell Investment Management
J.w. Cole Advisors
Thomas J. Herzfeld Advisors
Cornerstone Advisory
Envestnet Asset Management
LPL Financial

View all funds holding PIMCO Dynamic Income Opportuni