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PIMCO Dynamic Income Opportuni shares owned by Kingswood Wealth Advisors

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

Historical chart of Kingswood Wealth Advisors investment in PIMCO Dynamic Income Opportuni

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in PIMCO Dynamic Income Opportuni by Kingswood Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $150k 11k 14.12
2024-12-31 $184k 14k 13.59
2024-06-30 $236k 18k 13.29
2024-03-31 $499k 38k 13.17
2023-09-30 $241k 20k 11.88
2023-06-30 $280k 21k 13.06

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Schwab U.s. Large-cap Growth Etf Exchange Traded Fund (SCHG)
Invesco Qqq Tr Exchange Traded Fund (QQQ)
Amazon Com Incorporated Common Stock (AMZN)
Vanguard Index Funds S&p 500 Etf Exchange Traded Fund (VOO)
Grayscale Bitcoin Trust Etf Exchange Traded Fund (GBTC)
Ishares Tr Core S&p500 Etf Exchange Traded Fund (IVV)
First Trust Preferred Securities And Income Etf Exchange Traded Fund (FPE)
Broadcom Incorporated Common Stock (AVGO)
Vanguard Value Etf Exchange Traded Fund (VTV)
Meta Platforms Incorporated Class A Common Stock (META)
Proshares Ultra S&p500 Exchange Traded Fund (SSO)

View all positions for Kingswood Wealth Advisors

Top funds holding PIMCO Dynamic Income Opportuni

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
Leavell Investment Management

View all funds holding PIMCO Dynamic Income Opportuni