Clearview Wealth Management LLC
Position in PDO — PIMCO Dynamic Income Opportunities Fund
CIK 1857588
IRVINE, CA
Position in PDO
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$142,947
-$68,510 QoQ
Shares Held
10,813
-33.9% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.79%
of 13F equity value
Holder Rank
#23
of 39 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PDO Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Clearview Wealth Management LLC holds $221,979 across 2 Asset Management names. PDO ranks #1 (64.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PDO |
PIMCO Dynamic Income Opportunities Fund
This page
|
10,813 | $142,947 | |
| 2 | EOD |
Allspring Global Dividend Opportunity Fund
|
12,103 | $79,032 |
All Filings in PDO
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $142,947 | 10,813 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $211,457 | 16,354 | Shares | Sole | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||