Pensionmark Financial Group »

PIMCO Dynamic Income Opportuni shares owned by Pensionmark Financial Group

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

Historical chart of Pensionmark Financial 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 Pensionmark Financial 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 Pensionmark Financial Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $203k 17k 11.65

More positions owned by Pensionmark Financial Group

Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Microsoft Corporation (MSFT)
Spdr Series Trust State Street Spd (SPYM)
NVIDIA Corporation (NVDA)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Alphabet Cap Stk Cl A (GOOGL)
JPMorgan Chase & Co. (JPM)
Amazon (AMZN)
Alphabet Cap Stk Cl C (GOOG)
Meta Platforms Cl A (META)
Ishares Tr S&p 500 Grwt Etf (IVW)
Broadcom (AVGO)
Ishares Tr 0-5yr Invt Gr Cp (SLQD)
Vanguard Bd Index Fds Intermed Term (BIV)

View all positions for Pensionmark Financial Group

Top funds holding PIMCO Dynamic Income Opportuni

UBS Group
Wells Fargo & Company
SOL Capital Management
Royal Bank of Canada
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

View all funds holding PIMCO Dynamic Income Opportuni