CW
PDO

CreativeOne Wealth’s PIMCO Dynamic Income Opportunities Fund PDO Stock Holding History

CreativeOne Wealth’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 		$461K Buy
35,631
+131
+0.4% +$1.8K 0.01% 835
2025
Q4 		$491K Sell
35,500
-8,250
-19% -$115K 0.01% 795
2025
Q3 		$618K Sell
43,750
-6,000
-12% -$82.2K 0.02% 702
2025
Q2 		$671K Hold
49,750
– – 0.02% 657
2025
Q1 		$691K Buy
49,750
+18,250
+58% +$252K 0.02% 595
2024
Q4 		$428K Buy
+31,500
New +$431K 0.01% 744
2023
Q1 		– Sell
-67,638
Closed -$864K – 824
2022
Q4 		$864K Buy
67,638
+12,326
+22% +$170K 0.05% 312
2022
Q3 		$730K Buy
+55,312
New +$819K 0.04% 327

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