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PIMCO Dynamic Income Opportuni shares owned by SOA Wealth Advisors

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

Historical chart of SOA 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 SOA 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 SOA Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $870 870 1.00
2025-03-31 $85k 85k 1.00

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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