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PIMCO Dynamic Income Opportuni shares owned by Goldstone Financial Group

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

Historical chart of Goldstone Financial Group investment in PIMCO Dynamic Income Opportuni

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

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Quarterly reported holdings in PIMCO Dynamic Income Opportuni by Goldstone Financial Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $939k 67k 14.12
2025-06-30 $870k 65k 13.49
2025-03-31 $902k 65k 13.88
2024-12-31 $1.2M 85k 13.59
2024-09-30 $1.1M 76k 14.12
2024-06-30 $994k 75k 13.29
2024-03-31 $491k 37k 13.17
2023-12-31 $353k 29k 12.24
2023-09-30 $350k 29k 11.88
2023-06-30 $265k 20k 13.06

More positions owned by Goldstone Financial Group

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Invesco Qqq Tr Unit Ser 1 (QQQ)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Vanguard Index Fds Value Etf (VTV)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core S&p Us Gwt (IUSG)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Schwab Strategic Tr Fundamental Us S (FNDA)
Vanguard Index Fds Mid Cap Etf (VO)
Fidelity Covington Trust Sml Mid Mltfct (FSMD)
Spdr Series Trust Portfolio Ln Cor (SPLB)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)

View all positions for Goldstone Financial Group

Top funds holding PIMCO Dynamic Income Opportuni

Morgan Stanley
UBS Group
Wells Fargo & Company
SOL Capital Management
Cercano Management
Royal Bank of Canada
Cohen & Steers Capital Management
Invesco
Guggenheim Capital, LLC Managers
Commonwealth Equity Services
Raymond James Financial
HighTower Advisors
J.w. Cole Advisors
Envestnet Asset Management
Cornerstone Advisory

View all funds holding PIMCO Dynamic Income Opportuni