Atria Wealth Solutions’s PIMCO Dynamic Income Opportunities Fund PDO Stock Holding History

Atria Wealth Solutions’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 Q2	$513K	Sell	37,700 -1,875	-5%	-$25K	0.01%	898
2025 Q1	$554K	Sell	39,575 -3,250	-8%	-$44.9K	0.01%	1153
2024 Q4	$585K	Sell	42,825 -4,000	-9%	-$54.7K	0.01%	1187
2024 Q3	$667K	Sell	46,825 -35,950	-43%	-$487K	0.01%	1097
2024 Q2	$1.11M	Sell	82,775 -500	-0.6%	-$6.56K	0.01%	853
2024 Q1	$1.11M	Buy	83,275 +22,250	+36%	+$288K	0.01%	867
2023 Q4	$750K	Sell	61,025 -1,970	-3%	-$23.1K	0.01%	1000
2023 Q3	$751K	Sell	62,995 -4,210	-6%	-$53.7K	0.01%	942
2023 Q2	$886K	Sell	67,205 -2,220	-3%	-$28.4K	0.01%	890
2023 Q1	$870K	Sell	69,425 -3,000	-4%	-$40.4K	0.01%	847
2022 Q4	$934K	Sell	72,425 -6,260	-8%	-$86.2K	0.02%	781
2022 Q3	$1.05M	Buy	78,685 +25,595	+48%	+$379K	0.02%	698
2022 Q2	$742K	Sell	53,090 -27,295	-34%	-$422K	0.01%	824
2022 Q1	$1.38M	Buy	+80,385	New	+$1.43M	0.02%	605

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

Atria Wealth Solutions's PDO Position: Q2 2025 in Review

Atria Wealth Solutions reduced its PIMCO Dynamic Income Opportunities Fund (PDO) stake by 4.7% in Q2 2025, selling an estimated $25K and leaving 37,700 shares worth $513K. The position accounts for 0.01% of the portfolio, ranked #898.

Atria Wealth Solutions first reported a position in PDO in Q1 2022 and has held it in 14 quarters since. The position peaked at $1.38M in Q1 2022. 115 funds tracked by Wall St. Rank hold PDO as of Q2 2025.

Atria Wealth Solutions held 37,700 shares of PIMCO Dynamic Income Opportunities Fund worth $513K as of Q2 2025.
Atria Wealth Solutions sold 1,875 PIMCO Dynamic Income Opportunities Fund shares in Q2 2025, an estimated $25K.
PIMCO Dynamic Income Opportunities Fund made up 0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #898 holding.
Atria Wealth Solutions first reported a position in PIMCO Dynamic Income Opportunities Fund in Q1 2022 and has held it in 14 quarters since.
Atria Wealth Solutions's PIMCO Dynamic Income Opportunities Fund position peaked at $1.38M in Q1 2022.
115 funds tracked by Wall St. Rank held PIMCO Dynamic Income Opportunities Fund as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.