Cetera Investment Advisers
PDO

Cetera Investment Advisers’s PIMCO Dynamic Income Opportunities Fund PDO Stock Holding History

Cetera Investment Advisers’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 		$2.53M Buy
195,582
+26,136
+15% +$358K ﹤0.01% 2070
2025
Q4 		$2.35M Sell
169,446
-4,855
-3% -$67.5K ﹤0.01% 2072
2025
Q3 		$2.46M Buy
174,301
+23,183
+15% +$318K ﹤0.01% 1997
2025
Q2 		$2.04M Buy
151,118
+27,888
+23% +$372K ﹤0.01% 1832
2025
Q1 		$1.71M Buy
123,230
+28,044
+29% +$387K ﹤0.01% 1862
2024
Q4 		$1.29M Buy
95,186
+11,877
+14% +$162K ﹤0.01% 1979
2024
Q3 		$1.18M Buy
83,309
+39,749
+91% +$538K ﹤0.01% 2012
2024
Q2 		$579K Buy
43,560
+17,086
+65% +$224K ﹤0.01% 2478
2024
Q1 		$349K Buy
+26,474
New +$342K ﹤0.01% 2905

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 $653B AUM 32.41% 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