AWS
PDO

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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
SCM
SOL Capital Management Rockville, Maryland $206M AUM 17.87% 1-Year Est. Return
CM
Cercano Management Bellevue, Washington $2.32B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.6B AUM 27.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return