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PIMCO Dynamic Income Opportuni shares owned by Captrust Financial Advisors

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

Historical chart of Captrust Financial 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 Captrust Financial 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 Captrust Financial Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $138k 10k 13.22
2024-09-30 $353k 25k 14.12
2024-06-30 $332k 25k 13.29
2024-03-31 $329k 25k 13.17
2023-06-30 $141k 11k 13.06

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Top funds holding PIMCO Dynamic Income Opportuni

Morgan Stanley
UBS Group
Royal Bank of Canada
Wells Fargo & Company
HPM Partners
Cohen & Steers Capital Management
Invesco
Guggenheim Capital, LLC Managers
Bank of America Corporation
Cercano Management
Raymond James Financial
Commonwealth Equity Services
HighTower Advisors
Cetera Investment Advisers
LPL Financial

View all funds holding PIMCO Dynamic Income Opportuni