Capital Investment Advisors, LLC
Position in PDO — PIMCO Dynamic Income Opportunities Fund
CIK 1582732
ATLANTA, GA
Position in PDO
as of Mar 31, 2026
· filed Apr 17, 2026
Position Value
$2,547,080
-$278,328 QoQ
Shares Held
196,990
-3.5% QoQ
Ownership
0.138%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2022
15 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in PDO Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026Capital Investment Advisors, LLC holds $123,447,904 across 105 Asset Management names. PDO ranks #10 (2.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IGD |
Voya GLOBAL EQUITY DIVIDEND & PREMIUM OPPORTUNITY FUND
|
1,736,686 | $9,899,110 | |
| 2 | HIO |
Western Asset High Income Opportunity Fund Inc.
|
2,539,012 | $9,216,613 | |
| 3 | BTZ |
Blackrock Credit Allocation Income Trust
|
729,312 | $7,366,051 | |
| 4 | EVV |
Eaton Vance Ltd Duration Income Fund
|
629,405 | $5,947,877 | |
| 5 | SPXX |
Nuveen S&P 500 Dynamic Overwrite Fund
|
285,535 | $4,588,547 | |
| 6 | MYI |
Blackrock Muniyield Quality Fund III, Inc.
|
401,136 | $4,215,939 | |
| 7 | NEA |
Nuveen AMT-Free Quality Municipal Income Fund
|
323,491 | $3,632,803 | |
| 8 | NAD |
Nuveen Quality Municipal Income Fund
|
307,901 | $3,540,861 |
All Filings in PDO
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,547,080 | 196,990 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $2,825,408 | 204,148 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $2,992,140 | 211,908 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $2,917,004 | 216,395 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $3,069,381 | 221,137 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $3,175,249 | 233,646 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $3,556,757 | 251,895 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $3,355,379 | 252,474 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $3,321,776 | 252,223 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $2,830,426 | 231,244 | Shares | Sole | 2024-01-05 | |
| 2023-09-30 | $2,412,198 | 203,047 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $1,884,975 | 144,332 | Shares | Sole | 2023-07-11 | |
| 2023-03-31 | $1,188,912 | 95,880 | Shares | Sole | 2023-04-10 | |
| 2022-12-31 | $759,878 | 59,505 | Shares | Sole | 2023-01-05 | |
| 2022-09-30 | $301,193 | 22,835 | Shares | Sole | 2022-10-05 | |
| No filing history on record for this holder in this stock. | ||||||