Avantax Advisory Services’s PIMCO Dynamic Income Opportunities Fund PDO Stock Holding History

Avantax Advisory Services’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 Q1	–	Sell	-12,632	Closed	-$172K	–	2301
2024 Q4	$172K	Buy	12,632 +2,035	+19%	+$27.8K	﹤0.01%	2081
2024 Q3	$150K	Buy	+10,597	New	+$144K	﹤0.01%	2037
2023 Q2	–	Sell	-10,580	Closed	-$131K	–	1554
2023 Q1	$131K	Buy	+10,580	New	+$142K	﹤0.01%	1410

Other funds holding PDO

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

SCM

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

Cercano Management Bellevue, Washington $2.32B AUM 30.12% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Avantax Advisory Services's PDO Position: Q1 2025 in Review

Avantax Advisory Services sold out of PIMCO Dynamic Income Opportunities Fund (PDO) in Q1 2025, closing a stake of 12,632 shares — an estimated $172K sold.

Avantax Advisory Services first reported a position in PDO in Q1 2023 and held it in 3 quarters. The position peaked at $172K in Q4 2024. 116 funds tracked by Wall St. Rank hold PDO as of Q1 2025.

Avantax Advisory Services reported no remaining PIMCO Dynamic Income Opportunities Fund position as of Q1 2025 after selling out during the quarter.
Avantax Advisory Services sold 12,632 PIMCO Dynamic Income Opportunities Fund shares in Q1 2025, an estimated $172K.
Avantax Advisory Services first reported a position in PIMCO Dynamic Income Opportunities Fund in Q1 2023 and held it in 3 quarters.
Avantax Advisory Services's PIMCO Dynamic Income Opportunities Fund position peaked at $172K in Q4 2024.
116 funds tracked by Wall St. Rank held PIMCO Dynamic Income Opportunities Fund as of Q1 2025.

Based on Avantax Advisory Services's 13F filing for Q1 2025, filed 6 May 2025.