CreativeOne Wealth, LLC

Position in PDO — PIMCO Dynamic Income Opportunities Fund

CIK 1739728 OVERLAND PARK, KS

Position in PDO

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$460,708

-$30,612 QoQ

Shares Held

35,631

+0.4% QoQ

Ownership

0.025%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2022

8 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Financial Services · as of Mar 31, 2026

CreativeOne Wealth, LLC holds $40,222,498 across 39 Asset Management names. PDO ranks #18 (1.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GOF	Guggenheim Strategic Opportunities Fund	946,815	$10,433,901
2	TROW	Price T Rowe Group Inc	72,157	$6,504,231
3	BX	Blackstone Inc.	37,118	$4,268,198
4	PHYS	Sprott Physical Gold Trust	78,197	$2,771,301
5	PSLV	Sprott Physical Silver Trust	69,861	$1,703,909
6	BLK	BlackRock, Inc.	1,558	$1,498,343
7	UTG	Reaves Utility Income Fund	34,296	$1,347,146
8	ARCC	Ares Capital Corp	69,755	$1,256,984

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$460,708	35,631	+0.4%	Shares	Sole	2026-05-15
2025-12-31	$491,320	35,500	-18.9%	Shares	Sole	2026-02-13
2025-09-30	$617,750	43,750	-12.1%	Shares	Sole	2025-11-13
2025-06-30	$670,630	49,750	0.0%	Shares	Sole	2025-08-12
2025-03-31	$690,530	49,750	+57.9%	Shares	Sole	2025-05-14
2024-12-31	$428,085	31,500	-53.4%	Shares	Sole	2025-02-13
2022-12-31	$863,737	67,638	+22.3%	Shares	Sole	2023-02-15
2022-09-30	$729,565	55,312	—	Shares	Sole	2022-11-15
No filing history on record for this holder in this stock.