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Equibles

INDEPENDENT FINANCIAL GROUP, LLC

Position in PDO — PIMCO Dynamic Income Opportunities Fund

CIK 275484 SAN DIEGO, CA
Back to PDO Full portfolio

Position in PDO

as of Jun 30, 2026 · filed Jul 15, 2026
Position Value
$1,661,330
+$55,980 QoQ
Shares Held
125,668
+1.2% QoQ
Ownership
0.087%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
15 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, 2026

INDEPENDENT FINANCIAL GROUP, LLC holds $221,779,603 across 101 Asset Management names. PDO ranks #28 (0.7% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 IVZ
Invesco Ltd.
 920,052 $59,090,499
2 BPRE
Bluerock Private Real Estate Fund
 1,254,525 $16,321,370
3 PDI
PIMCO Dynamic Income Fund
 717,418 $11,980,880
4 ARCC
Ares Capital Corp
 460,273 $8,528,858
5 FSK
FS KKR Capital Corp
 760,481 $7,985,050
6 BLK
BlackRock, Inc.
 65,776 $7,371,753
7 STT
State Street Corp
 132,816 $7,120,265
8 PSEC
Prospect Capital Corp
 2,485,356 $5,741,172

All Filings in PDO

Export CSV
15 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $1,661,330 125,668
2026-03-31 $1,605,350 124,157
2025-12-31 $1,737,805 125,564
2025-09-30 $1,757,968 124,502
2025-06-30 $1,702,106 126,269
2025-03-31 $1,754,765 126,424
2024-12-31 $1,594,174 117,305
2024-09-30 $1,674,815 118,613
2024-06-30 $1,338,701 100,730
2024-03-31 $1,107,570 84,098
2023-12-31 $847,730 69,259
2023-09-30 $571,261 48,086
2023-06-30 $251,078 19,225
2023-03-31 $244,900 19,750
2022-12-31 $239,437 18,750