IA
PDO

IFP Advisors’s PIMCO Dynamic Income Opportunities Fund PDO Stock Holding History

IFP Advisors’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 		$71.1K Buy
5,500
+400
+8% +$5.48K ﹤0.01% 2057
2025
Q4 		$70.6K Hold
5,100
– – ﹤0.01% 2001
2025
Q3 		$72K Hold
5,100
– – ﹤0.01% 1877
2025
Q2 		$68.7K Sell
5,100
-12
-0.2% -$160 ﹤0.01% 1867
2025
Q1 		$71K Sell
5,112
-7,077
-58% -$97.8K ﹤0.01% 1713
2024
Q4 		$166K Buy
12,189
+194
+2% +$2.65K 0.01% 1222
2024
Q3 		$169K Buy
11,995
+892
+8% +$12.1K 0.01% 1162
2024
Q2 		$148K Buy
11,103
+3,341
+43% +$43.9K 0.01% 1190
2024
Q1 		$102K Buy
7,762
+6,762
+676% +$87.4K ﹤0.01% 1276
2023
Q4 		$12.2K Hold
1,000
– – ﹤0.01% 2114
2023
Q3 		$11.9K Sell
1,000
-50
-5% -$637 ﹤0.01% 2181
2023
Q2 		$13.7K Sell
1,050
-3,838
-79% -$49.2K ﹤0.01% 2181
2023
Q1 		$97.8K Buy
4,888
+3,223
+194% +$43.4K ﹤0.01% 1263
2022
Q4 		$33K Hold
1,665
– – ﹤0.01% 2534
2022
Q3 		$33K Hold
1,665
– – ﹤0.01% 2699
2022
Q2 		$33K Hold
1,665
– – ﹤0.01% 2465
2022
Q1 		$33K Buy
+1,665
New +$29.7K ﹤0.01% 2465

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