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Independent Advisor Alliance’s PIMCO Dynamic Income Opportunities Fund PDO Stock Holding History

Independent Advisor Alliance’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
2025
Q1 		– Sell
-13,882
Closed -$189K – 1198
2024
Q4 		$189K Buy
+13,882
New +$190K ﹤0.01% 1296

Other funds holding PDO

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
SCM
SOL Capital Management Rockville, Maryland $206M AUM 17.87% 1-Year Est. Return
CM
Cercano Management Bellevue, Washington $750M AUM 25.77% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Independent Advisor Alliance's PDO Position: Q1 2025 in Review

Independent Advisor Alliance sold out of PIMCO Dynamic Income Opportunities Fund (PDO) in Q1 2025, closing a stake of 13,882 shares — an estimated $189K sold.

Independent Advisor Alliance first reported a position in PDO in Q4 2024 and held it in 1 quarter. The position peaked at $189K in Q4 2024. 117 funds tracked by Wall St. Rank hold PDO as of Q1 2025.

  • Independent Advisor Alliance reported no remaining PIMCO Dynamic Income Opportunities Fund position as of Q1 2025 after selling out during the quarter.
  • Independent Advisor Alliance sold 13,882 PIMCO Dynamic Income Opportunities Fund shares in Q1 2025, an estimated $189K.
  • Independent Advisor Alliance first reported a position in PIMCO Dynamic Income Opportunities Fund in Q4 2024 and held it in 1 quarter.
  • Independent Advisor Alliance's PIMCO Dynamic Income Opportunities Fund position peaked at $189K in Q4 2024.
  • 117 funds tracked by Wall St. Rank held PIMCO Dynamic Income Opportunities Fund as of Q1 2025.

Based on Independent Advisor Alliance's 13F filing for Q1 2025, filed 12 May 2025.