Ballew Advisors, Inc
Position in PDO — PIMCO Dynamic Income Opportunities Fund
CIK 1729096
Jackson, MS
Position in PDO
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$133,389
New position
Shares Held
10,090
first reported quarter
Ownership
0.007%
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
#107
of 139 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Asset Management
Financial Services · as of Jun 30, 2026Ballew Advisors, Inc holds $378,482 across 2 Asset Management names. PDO ranks #2 (35.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UTG |
Reaves Utility Income Fund
|
6,019 | $245,093 | |
| 2 | PDO |
PIMCO Dynamic Income Opportunities Fund
This page
|
10,090 | $133,389 |
All Filings in PDO
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $133,389 | 10,090 | Shares | Sole | 2026-07-07 | |
| No filing history on record for this holder in this stock. | ||||||