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 +503	+3%	+$6.71K	0.01%	886
2025 Q1	$206K	Buy	14,862 +3,144	+27%	+$43.4K	0.01%	1133
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 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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

B. Riley Wealth Advisors's PDO Position: Q1 2026 in Review

B. Riley Wealth Advisors sold out of PIMCO Dynamic Income Opportunities Fund (PDO) in Q1 2026, closing a stake of 10,022 shares — an estimated $139K sold.

B. Riley Wealth Advisors first reported a position in PDO in Q3 2023 and held it in 9 quarters. The position peaked at $428K in Q3 2024. 135 funds tracked by Wall St. Rank hold PDO as of Q1 2026.

B. Riley Wealth Advisors reported no remaining PIMCO Dynamic Income Opportunities Fund position as of Q1 2026 after selling out during the quarter.
B. Riley Wealth Advisors sold 10,022 PIMCO Dynamic Income Opportunities Fund shares in Q1 2026, an estimated $139K.
B. Riley Wealth Advisors first reported a position in PIMCO Dynamic Income Opportunities Fund in Q3 2023 and held it in 9 quarters.
B. Riley Wealth Advisors's PIMCO Dynamic Income Opportunities Fund position peaked at $428K in Q3 2024.
135 funds tracked by Wall St. Rank held PIMCO Dynamic Income Opportunities Fund as of Q1 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.