BRWA
PDO

B. Riley Wealth Advisors’s PIMCO Dynamic Income Opportunities Fund PDO Stock Holding History

B. Riley Wealth Advisors’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
2026
Q1 		– Sell
-10,022
Closed -$139K – 1060
2025
Q4 		$139K Sell
10,022
-8,245
-45% -$115K 0.01% 907
2025
Q3 		$258K Buy
18,267
+2,902
+19% +$39.8K 0.01% 780
2025
Q2 		$207K Buy
+15,365
New +$205K 0.01% 886
2024
Q4 		$161K Sell
11,718
-18,271
-61% -$250K 0.01% 1057
2024
Q3 		$428K Buy
29,989
+5,703
+23% +$77.2K 0.01% 802
2024
Q2 		$325K Buy
24,286
+13,313
+121% +$175K 0.01% 993
2024
Q1 		$132K Buy
+10,973
New +$142K ﹤0.01% 1330
2023
Q4 		– Sell
-10,973
Closed -$132K – 1483
2023
Q3 		$132K Buy
+10,973
New +$140K ﹤0.01% 1330

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.5B AUM 21.68% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return