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PENSION & WEALTH MANAGEMENT ADVISORS, INC. → PDO
PENSION & WEALTH MANAGEMENT ADVISORS, INC. PDO Position History
Pimco Dynamic Income Opportunities Fund • Financial Services
Quarters held
13
Latest value
$44K
Q3 2026
Peak value
$714K
First seen
Q4 2022
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2022 | $274K |
| Q1 2023 | $290K |
| Q2 2023 | $391K |
| Q3 2023 | $608K |
| Q4 2023 | $714K |
| Q1 2024 | $461K |
| Q2 2024 | $502K |
| Q3 2024 | $107K |
| Q4 2024 | $21K |
| Q1 2025 | $13 |
| Q2 2025 | $13 |
| Q2 2026 | $50K |
| Q3 2026 | $44K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $44K | 3.8K | — | — |
| Q2 2026 | $50K | 3.8K | — | — |
| Q2 2025 | $13 | 1 | — | — |
| Q1 2025 | $13 | 0 | — | — |
| Q4 2024 | $21K | 1.5K | — | — |
| Q3 2024 | $107K | 7.6K | — | — |
| Q2 2024 | $502K | 37.8K | — | — |
| Q1 2024 | $461K | 35.0K | — | — |
| Q4 2023 | $714K | 58.3K | — | — |
| Q3 2023 | $608K | 51.2K | — | — |
| Q2 2023 | $391K | 20.6K | — | — |
| Q1 2023 | $290K | 23.4K | — | — |
| Q4 2022 | $274K | 21.4K | — | — |
Other funds holding PDO
$423.2M
$74.7M
$68.4M
$66.3M
$65.8M
Other PENSION & WEALTH MANAGEMENT ADVISORS, INC. positions
FIS
$30.2MFIDELITY TOTAL BOND ETF
FIS
$27.4MFIDELITY TOTAL BOND ETF
STT-PG
$27.2MSTATE STREET DOUBLELINE TOTAL RETURN TACTICAL ETF
FIS
$26.9MFIDELITY TOTAL BOND ETF
FIS
$26.8MFIDELITY TOTAL BOND ETF
STT-PG
$26.2MSTATE STREET DOUBLELINE TOTAL RETURN TACTICAL ETF
STT-PG
$25.7MSTATE STREET DOUBLELINE TOTAL RETURN TACTICAL ETF
STT-PG
$25.7MSTATE STREET DOUBLELINE TOTAL RETURN TACTICAL ETF