AllSquare Wealth Management’s PIMCO Dynamic Income Opportunities Fund PDO Stock Holding History

AllSquare Wealth Management’s Portfolio PDO Stock Details PDO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$16.9K	Hold	1,200	–	–	0.01%	337
2025 Q2	$16.2K	Hold	1,200	–	–	0.01%	339
2025 Q1	$16.7K	Hold	1,200	–	–	0.01%	330
2024 Q4	$16.3K	Hold	1,200	–	–	0.01%	327
2024 Q3	$16.9K	Hold	1,200	–	–	0.01%	329
2024 Q2	$15.9K	Hold	1,200	–	–	0.01%	328
2024 Q1	$15.8K	Hold	1,200	–	–	0.01%	335
2023 Q4	$14.7K	Hold	1,200	–	–	0.01%	336
2023 Q3	$14.3K	Hold	1,200	–	–	0.01%	333
2023 Q2	$15K	Hold	1,200	–	–	0.01%	331
2023 Q1	$14.9K	Hold	1,200	–	–	0.01%	328
2022 Q4	$15.3K	Buy	1,200 +600	+100%	+$8.27K	0.01%	314
2022 Q3	$8K	Hold	600	–	–	0.01%	383
2022 Q2	$8K	Buy	+600	New	+$9.28K	0.01%	390

Other funds holding PDO

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

SCM

SOL Capital Management Rockville, Maryland $206M AUM 17.87% 1-Year Est. Return

Cercano Management Bellevue, Washington $750M AUM 25.77% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

AllSquare Wealth Management's PDO Position: Q3 2025 in Review

AllSquare Wealth Management held its PIMCO Dynamic Income Opportunities Fund (PDO) position steady in Q3 2025 at 1,200 shares worth $16.9K. The position accounts for 0.01% of the portfolio, ranked #337.

AllSquare Wealth Management first reported a position in PDO in Q2 2022 and has held it in 14 quarters since. 133 funds tracked by Wall St. Rank hold PDO as of Q3 2025.

AllSquare Wealth Management held 1,200 shares of PIMCO Dynamic Income Opportunities Fund worth $16.9K as of Q3 2025.
AllSquare Wealth Management left its PIMCO Dynamic Income Opportunities Fund share count unchanged in Q3 2025.
PIMCO Dynamic Income Opportunities Fund made up 0.01% of AllSquare Wealth Management's portfolio in Q3 2025, its #337 holding.
AllSquare Wealth Management first reported a position in PIMCO Dynamic Income Opportunities Fund in Q2 2022 and has held it in 14 quarters since.
133 funds tracked by Wall St. Rank held PIMCO Dynamic Income Opportunities Fund as of Q3 2025.

Based on AllSquare Wealth Management's 13F filing for Q3 2025, filed 12 Jan 2026.