Navis Wealth Advisors »

PIMCO Dynamic Income Opportuni shares owned by Navis Wealth Advisors

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

Historical chart of Navis 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 Navis Wealth Advisors 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 Navis Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $1.2M 91k 12.93

More positions owned by Navis Wealth Advisors

State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Tidal Trust Ii Defiance Oil Enh (USOY)
Kla Corp Com New (KLAC)
NVIDIA Corporation (NVDA)
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
Symbotic Class A Com (SYM)
Vanguard Whitehall Fds Intl High Etf (VYMI)
Ishares U S Etf Tr Gsci Cmdty Stgy (COMT)
BlackRock Global Energy & Resources Trus (BGR)
Pimco Etf Tr Active Bd Etf (BOND)
Goldman Sachs Etf Tr S&p 500 Premium (GPIX)
Goldman Sachs Etf Tr Nasdaq-100 Premi (GPIQ)
Global X Fds Glb X Mlp Enrg I (MLPX)

View all positions for Navis Wealth Advisors

Top funds holding PIMCO Dynamic Income Opportuni

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

View all funds holding PIMCO Dynamic Income Opportuni