Clearstead Advisors, LLC

SEC CIK: 0000842775
Latest filing: Aug 6, 2026

SEC filings (opens in a new tab)

PDO holding history

PIMCO Dynamic Income Opportunities Fund in every 13F filed by Clearstead Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

PDO overview All 13F holders of PDO Full Q2 2026 holdings

Shares (Q2 2026): 10,588
Value: $140.0K
% of portfolio: <0.1%
Quarters held: 2; Since Q4 2025

Holdings of PDO by Clearstead Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	10,588	$140.0K	<0.1%	+10,588	New	Holders
Q1 2026	0	$0	0.0%	−11,768−100.0%	Sold out	Holders
Q4 2025	11,768	$162.9K	<0.1%	+11,768	New	Holders