GFG
PDO

Goldstone Financial Group’s PIMCO Dynamic Income Opportunities Fund PDO Stock Holding History

Goldstone Financial 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 		$835K Sell
64,610
-2,125
-3% -$29.1K 0.09% 131
2025
Q4 		$924K Buy
66,735
+246
+0.4% +$3.42K 0.1% 118
2025
Q3 		$939K Buy
66,489
+2,027
+3% +$27.8K 0.11% 115
2025
Q2 		$870K Sell
64,462
-507
-0.8% -$6.76K 0.11% 110
2025
Q1 		$902K Sell
64,969
-19,860
-23% -$274K 0.14% 95
2024
Q4 		$1.15M Buy
84,829
+9,130
+12% +$125K 0.18% 84
2024
Q3 		$1.07M Buy
75,699
+876
+1% +$11.9K 0.19% 86
2024
Q2 		$994K Buy
74,823
+37,569
+101% +$493K 0.2% 81
2024
Q1 		$491K Buy
37,254
+8,446
+29% +$109K 0.11% 104
2023
Q4 		$353K Sell
28,808
-620
-2% -$7.25K 0.09% 112
2023
Q3 		$350K Buy
29,428
+9,141
+45% +$117K 0.1% 109
2023
Q2 		$265K Buy
+20,287
New +$260K 0.08% 138

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