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Equibles

Belpointe Asset Management LLC

Position in PDO — PIMCO Dynamic Income Opportunities Fund

CIK 1721242 RENO, NV
Back to PDO Full portfolio

Position in PDO

as of Jun 30, 2026 · filed Jul 31, 2026
Position Value
$2,166,982
+$778,663 QoQ
Shares Held
163,917
+52.7% QoQ
Ownership
0.113%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#27
of 138 holders
Holding Since
Mar 2023
14 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in PDO Over Time

Shares Held

Position Value (USD)

Position in Asset Management

Financial Services · as of Jun 30, 2026

Belpointe Asset Management LLC holds $37,857,051 across 42 Asset Management names. PDO ranks #6 (5.7% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 KWY
KINGSWAY Corp
 358,511 $3,735,684
2 PSLV
Sprott Physical Silver Trust
 196,824 $3,714,068
3 BX
Blackstone Inc.
 29,937 $3,522,686
4 PHYS
Sprott Physical Gold Trust
 111,255 $3,356,563
5 INV
Innventure, Inc.
 497,066 $2,520,124
6 PDO
PIMCO Dynamic Income Opportunities Fund
This page 		163,917 $2,166,982
7 CEF
Sprott Physical Gold & Silver Trust
 46,290 $1,862,246
8 BLK
BlackRock, Inc.
 1,872 $1,800,040

All Filings in PDO

Export CSV
14 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $2,166,982 163,917
2026-03-31 $1,388,319 107,372
2025-12-31 $1,629,549 117,742
2025-09-30 $1,794,157 127,065
2025-06-30 $1,434,123 106,389
2025-03-31 $1,671,623 120,434
2024-12-31 $1,685,690 124,039
2024-09-30 $1,762,867 124,849
2024-06-30 $1,620,994 121,971
2024-03-31 $1,538,387 116,810
2023-12-31 $523,284 42,752
2023-09-30 $360,344 30,332
2023-06-30 $130,600 10,000
2023-03-31 $152,272 12,280