HI
PDO

Harbour Investments’s PIMCO Dynamic Income Opportunities Fund PDO Stock Holding History

Harbour Investments’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 		$19.8K Sell
1,533
-4,601
-75% -$63.1K ﹤0.01% 2900
2025
Q4 		$84.9K Buy
6,134
+524
+9% +$7.29K ﹤0.01% 1723
2025
Q3 		$79.2K Hold
5,610
– – ﹤0.01% 1677
2025
Q2 		$75.6K Hold
5,610
– – ﹤0.01% 1627
2025
Q1 		$77.9K Hold
5,610
– – ﹤0.01% 1562
2024
Q4 		$76.2K Hold
5,610
– – ﹤0.01% 1498
2024
Q3 		$79.2K Hold
5,610
– – ﹤0.01% 1444
2024
Q2 		$74.6K Hold
5,610
– – ﹤0.01% 1370
2024
Q1 		$73.9K Hold
5,610
– – ﹤0.01% 1343
2023
Q4 		$68.7K Hold
5,610
– – ﹤0.01% 1299
2023
Q3 		$66.6K Buy
5,610
+4,610
+461% +$58.8K ﹤0.01% 1218
2023
Q2 		$13.1K Hold
1,000
– – ﹤0.01% 1924
2023
Q1 		$12.4K Hold
1,000
– – ﹤0.01% 1924
2022
Q4 		$12.8K Buy
+1,000
New +$13.8K ﹤0.01% 1853

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