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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

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All positions including PIMCO Dynamic Income Opportuni held by Pensionmark 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 Pensionmark Financial Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $234k 18k 12.93
2025-12-31 $241k 17k 13.84

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NVIDIA Corporation (NVDA)
Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)
JPMorgan Chase & Co. (JPM)
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Schwab Strategic Tr Us Lcap Va Etf (SCHV)
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Broadcom (AVGO)

View all positions for Pensionmark Financial Group

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