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SOA Wealth Advisors, LLC.

SEC CIK
0001849444
Latest filing
Jul 21, 2026

PDO holding history

PIMCO Dynamic Income Opportunities Fund in every 13F filed by SOA Wealth 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)
821
Value
$821
% of portfolio
<0.1%
Quarters held
4
Since Q1 2025
Holdings of PDO by SOA Wealth Advisors, LLC., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026821$821<0.1%−49−5.6%ReducedHolders
Q1 2026870$870<0.1%00.0%UnchangedHolders
Q4 2025870$870<0.1%+870NewHolders
Q2 20250$00.0%−84,723−100.0%Sold outHolders
Q1 202584,723$84.7K<0.1%+84,723NewHolders