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Camelot Portfolios’s PIMCO Dynamic Income Opportunities Fund PDO Stock Holding History

Camelot Portfolios’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
-8,000
Closed -$111K – 440
2025
Q4 		$111K Buy
+8,000
New +$111K 0.07% 234
2024
Q3 		– Sell
-8,000
Closed -$106K – 439
2024
Q2 		$106K Buy
+8,000
New +$105K 0.06% 237

Other funds holding PDO

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Camelot Portfolios's PDO Position: Q1 2026 in Review

Camelot Portfolios sold out of PIMCO Dynamic Income Opportunities Fund (PDO) in Q1 2026, closing a stake of 8,000 shares — an estimated $111K sold.

Camelot Portfolios first reported a position in PDO in Q2 2024 and held it in 2 quarters. The position peaked at $111K in Q4 2025. 135 funds tracked by Wall St. Rank hold PDO as of Q1 2026.

  • Camelot Portfolios reported no remaining PIMCO Dynamic Income Opportunities Fund position as of Q1 2026 after selling out during the quarter.
  • Camelot Portfolios sold 8,000 PIMCO Dynamic Income Opportunities Fund shares in Q1 2026, an estimated $111K.
  • Camelot Portfolios first reported a position in PIMCO Dynamic Income Opportunities Fund in Q2 2024 and held it in 2 quarters.
  • Camelot Portfolios's PIMCO Dynamic Income Opportunities Fund position peaked at $111K in Q4 2025.
  • 135 funds tracked by Wall St. Rank held PIMCO Dynamic Income Opportunities Fund as of Q1 2026.

Based on Camelot Portfolios's 13F filing for Q1 2026, filed 8 May 2026.