BIG
PDO

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
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B 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 $12.9B 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

Brookwood Investment Group's PDO Position: Q1 2026 in Review

Brookwood Investment Group reduced its PIMCO Dynamic Income Opportunities Fund (PDO) stake by 8.8% in Q1 2026, selling an estimated $29.7K and leaving 22,371 shares worth $289K. The position accounts for 0.04% of the portfolio, ranked #402.

Brookwood Investment Group first reported a position in PDO in Q3 2025 and has held it in 3 quarters since. The position peaked at $370K in Q3 2025. 135 funds tracked by Wall St. Rank hold PDO as of Q1 2026.

  • Brookwood Investment Group held 22,371 shares of PIMCO Dynamic Income Opportunities Fund worth $289K as of Q1 2026.
  • Brookwood Investment Group sold 2,169 PIMCO Dynamic Income Opportunities Fund shares in Q1 2026, an estimated $29.7K.
  • PIMCO Dynamic Income Opportunities Fund made up 0.04% of Brookwood Investment Group's portfolio in Q1 2026, its #402 holding.
  • Brookwood Investment Group first reported a position in PIMCO Dynamic Income Opportunities Fund in Q3 2025 and has held it in 3 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 Q1 2026.

Based on Brookwood Investment Group's 13F filing for Q1 2026, filed 4 May 2026.