INDEPENDENT FINANCIAL GROUP, LLC
Position in PDO — PIMCO Dynamic Income Opportunities Fund
CIK 275484
SAN DIEGO, CA
Position in PDO
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$1,661,330
-$76,475 QoQ
Shares Held
125,668
+0.1% QoQ
Ownership
0.088%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#29
of 138 holders
Holding Since
Dec 2022
14 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, 2026INDEPENDENT FINANCIAL GROUP, LLC holds $149,681,093 across 99 Asset Management names. PDO ranks #25 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BPRE |
Bluerock Private Real Estate Fund
|
1,254,525 | $16,321,370 | |
| 2 | PDI |
PIMCO Dynamic Income Fund
|
717,418 | $11,980,880 | |
| 3 | ARCC |
Ares Capital Corp
|
460,273 | $8,528,858 | |
| 4 | FSK |
FS KKR Capital Corp
|
760,481 | $7,985,050 | |
| 5 | PSEC |
Prospect Capital Corp
|
2,485,356 | $5,741,172 | |
| 6 | FSCO |
FS Credit Opportunities Corp.
|
1,120,115 | $5,589,373 | |
| 7 | PFL |
Pimco Income Strategy Fund
|
524,739 | $4,134,943 | |
| 8 | DSL |
DoubleLine Income Solutions Fund
|
352,342 | $3,896,902 |
All Filings in PDO
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,661,330 | 125,668 | Shares | Sole | 2026-07-15 | |
| 2025-12-31 | $1,737,805 | 125,564 | Shares | Sole | 2026-05-15 | |
| 2025-09-30 | $1,757,968 | 124,502 | Shares | Sole | 2026-05-15 | |
| 2025-06-30 | $1,702,106 | 126,269 | Shares | Sole | 2026-05-15 | |
| 2025-03-31 | $1,754,765 | 126,424 | Shares | Sole | 2026-05-19 | |
| 2024-12-31 | $1,594,174 | 117,305 | Shares | Sole | 2026-06-12 | |
| 2024-09-30 | $1,674,815 | 118,613 | Shares | Sole | 2026-06-12 | |
| 2024-06-30 | $1,338,701 | 100,730 | Shares | Sole | 2026-06-12 | |
| 2024-03-31 | $1,107,570 | 84,098 | Shares | Sole | 2026-06-12 | |
| 2023-12-31 | $847,730 | 69,259 | Shares | Sole | 2026-06-12 | |
| 2023-09-30 | $571,261 | 48,086 | Shares | Sole | 2026-06-12 | |
| 2023-06-30 | $251,078 | 19,225 | Shares | Sole | 2026-06-12 | |
| 2023-03-31 | $244,900 | 19,750 | Shares | Sole | 2026-06-12 | |
| 2022-12-31 | $239,437 | 18,750 | Shares | Sole | 2026-06-15 | |
| No filing history on record for this holder in this stock. | ||||||