KINGSWOOD WEALTH ADVISORS, LLC

Position in PDO — PIMCO Dynamic Income Opportunities Fund

CIK 1987855 SAN DIEGO, CA

Position in PDO

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$160,887

+$13,098 QoQ

Shares Held

12,170

+6.5% QoQ

Ownership

0.009%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#93

of 137 holders

Holding Since

Jun 2023

9 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

KINGSWOOD WEALTH ADVISORS, LLC holds $27,237,881 across 45 Asset Management names. PDO ranks #38 (0.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	STT	State Street Corp	15,476	$2,624,729
2	BX	Blackstone Inc.	13,698	$1,611,843
3	BPRE	Bluerock Private Real Estate Fund	116,970	$1,521,779
4	STEW	SRH Total Return Fund, Inc.	72,775	$1,302,672
5	OBDC	Blue Owl Capital Corp	119,107	$1,294,693
6	AB	Alliancebernstein Holding L.P.	35,110	$1,236,574
7	NBXG	Neuberger Next Generation Connectivity Fund Inc.	66,653	$1,102,440
8	BLK	BlackRock, Inc.	1,146	$1,101,947

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$160,887	12,170	+6.5%	Shares	Sole	2026-07-27
2026-03-31	$147,789	11,430	-5.8%	Shares	Sole	2026-04-28
2025-12-31	$167,879	12,130	+14.1%	Shares	Sole	2026-01-28
2025-09-30	$150,095	10,630	-21.4%	Shares	Sole	2025-10-23
2024-12-31	$183,872	13,530	-23.6%	Shares	Sole	2025-01-22
2024-06-30	$235,485	17,719	-53.2%	Shares	Sole	2024-07-09
2024-03-31	$498,589	37,858	+86.7%	Shares	Sole	2024-04-15
2023-09-30	$240,843	20,273	-5.3%	Shares	Sole	2023-10-24
2023-06-30	$279,627	21,411	—	Shares	Sole	2023-08-09
No filing history on record for this holder in this stock.