Brookwood Investment Group’s PIMCO Dynamic Income Opportunities Fund PDO Stock Holding History

Brookwood Investment Group’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 Q2	$356K	Buy	26,947 +4,576	+20%	+$60K	0.04%	370
2026 Q1	$289K	Sell	22,371 -2,169	-9%	-$29.7K	0.04%	402
2025 Q4	$340K	Sell	24,540 -1,681	-6%	-$23.4K	0.04%	367
2025 Q3	$370K	Buy	+26,221	New	+$359K	0.05%	334

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 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

Cercano Management Bellevue, Washington $750M AUM 25.77% 1-Year Est. Return

Brookwood Investment Group's PDO Position: Q2 2026 in Review

Brookwood Investment Group increased its PIMCO Dynamic Income Opportunities Fund (PDO) stake by 20% in Q2 2026, buying an estimated $60K and bringing the position to 26,947 shares worth $356K. The position accounts for 0.04% of the portfolio, ranked #370.

Brookwood Investment Group first reported a position in PDO in Q3 2025 and has held it in 4 quarters since. The position peaked at $370K in Q3 2025. 135 funds tracked by Wall St. Rank hold PDO as of Q2 2026.

Brookwood Investment Group held 26,947 shares of PIMCO Dynamic Income Opportunities Fund worth $356K as of Q2 2026.
Brookwood Investment Group bought 4,576 PIMCO Dynamic Income Opportunities Fund shares in Q2 2026, an estimated $60K.
PIMCO Dynamic Income Opportunities Fund made up 0.04% of Brookwood Investment Group's portfolio in Q2 2026, its #370 holding.
Brookwood Investment Group first reported a position in PIMCO Dynamic Income Opportunities Fund in Q3 2025 and has held it in 4 quarters since.
Brookwood Investment Group's PIMCO Dynamic Income Opportunities Fund position peaked at $370K in Q3 2025.
135 funds tracked by Wall St. Rank held PIMCO Dynamic Income Opportunities Fund as of Q2 2026.

Based on Brookwood Investment Group's 13F filing for Q2 2026, filed 23 Jul 2026.