Almanack Investment Partners’s PIMCO Dynamic Income Opportunities Fund PDO Stock Holding History

Almanack Investment Partners’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
2022 Q3	–	Sell	-12,000	Closed	-$168K	–	867
2022 Q2	$168K	Hold	12,000	–	–	0.02%	418
2022 Q1	$205K	Hold	12,000	–	–	0.02%	449
2021 Q4	$236K	Hold	12,000	–	–	0.02%	433
2021 Q3	$253K	Hold	12,000	–	–	0.02%	414
2021 Q2	$280K	Hold	12,000	–	–	0.03%	339
2021 Q1	$242K	Buy	+12,000	New	+$244K	0.02%	360

Other funds holding PDO

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Artemis Wealth Advisors New York $661M AUM 39.67% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return