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GWM Advisors LLC

SEC CIK
0001633516
Latest filing
Aug 12, 2026

PDO holding history

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

PDO overviewAll 13F holders of PDOFull Q2 2026 holdings

Shares (Q2 2026)
97,171
Value
$1.28M
% of portfolio
<0.1%
Quarters held
18
Since Q1 2021
Holdings of PDO by GWM Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202697,171$1.28M<0.1%−78,702−44.7%ReducedHolders
Q1 2026175,873$2.27M<0.1%−7,611−4.1%ReducedHolders
Q4 2025183,484$2.54M<0.1%+49,340+36.8%AddedHolders
Q3 2025134,144$1.89M<0.1%+7,759+6.1%AddedHolders
Q2 2025126,385$1.70M<0.1%+105,280+498.8%AddedHolders
Q1 202521,105$292.9K<0.1%−11,400−35.1%ReducedHolders
Q4 202432,505$441.7K<0.1%+10,263+46.1%AddedHolders
Q3 202422,242$314.1K<0.1%+3,092+16.1%AddedHolders
Q2 202419,150$254.5K<0.1%+300+1.6%AddedHolders
Q1 202418,850$248.3K<0.1%−100−0.5%ReducedHolders
Q4 202318,950$242.4K<0.1%+2,500+15.2%AddedHolders
Q3 202316,450$195.4K<0.1%00.0%UnchangedHolders
Q2 202316,450$214.8K<0.1%+5,000+43.7%AddedHolders
Q1 202311,450$142.0K<0.1%+750+7.0%AddedHolders
Q4 202210,700$136.6K<0.1%+10,700NewHolders
Q4 20210$00.0%−29,925−100.0%Sold outHolders
Q3 202129,925$628.0K<0.1%+17,425+139.4%AddedHolders
Q2 202112,500$290.0K<0.1%00.0%UnchangedHolders
Q1 202112,500$251.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.