BI
PDO

Bramshill Investments’s PIMCO Dynamic Income Opportunities Fund PDO Stock Holding History

Bramshill Investments’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 		$674K Sell
52,116
-332
-0.6% -$4.55K 0.06% 109
2025
Q4 		$726K Buy
52,448
+337
+0.6% +$4.69K 0.04% 86
2025
Q3 		$736K Sell
52,111
-1,236
-2% -$16.9K 0.05% 97
2025
Q2 		$719K Sell
53,347
-389
-0.7% -$5.19K 0.08% 95
2025
Q1 		$746K Buy
53,736
+70
+0.1% +$967 0.08% 81
2024
Q4 		$729K Sell
53,666
-3,263
-6% -$44.6K 0.11% 77
2024
Q3 		$804K Sell
56,929
-54,759
-49% -$742K 0.09% 66
2024
Q2 		$1.48M Sell
111,688
-3,400
-3% -$44.6K 0.16% 30
2024
Q1 		$1.52M Buy
115,088
+46,733
+68% +$604K 0.18% 29
2023
Q4 		$837K Buy
+68,355
New +$800K 0.08% 96

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