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

JNBA Financial 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
2023
Q2 		– Sell
-1,065
Closed -$13.2K – 740
2023
Q1 		$13.2K Buy
+1,065
New +$14.3K ﹤0.01% 445

Other funds holding PDO

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 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
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SCM
SOL Capital Management Rockville, Maryland $206M AUM 17.87% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

JNBA Financial Advisors's PDO Position: Q2 2023 in Review

JNBA Financial Advisors sold out of PIMCO Dynamic Income Opportunities Fund (PDO) in Q2 2023, closing a stake of 1,065 shares — an estimated $13.2K sold.

JNBA Financial Advisors first reported a position in PDO in Q1 2023 and held it in 1 quarter. The position peaked at $13.2K in Q1 2023. 104 funds tracked by Wall St. Rank hold PDO as of Q2 2023.

  • JNBA Financial Advisors reported no remaining PIMCO Dynamic Income Opportunities Fund position as of Q2 2023 after selling out during the quarter.
  • JNBA Financial Advisors sold 1,065 PIMCO Dynamic Income Opportunities Fund shares in Q2 2023, an estimated $13.2K.
  • JNBA Financial Advisors first reported a position in PIMCO Dynamic Income Opportunities Fund in Q1 2023 and held it in 1 quarter.
  • JNBA Financial Advisors's PIMCO Dynamic Income Opportunities Fund position peaked at $13.2K in Q1 2023.
  • 104 funds tracked by Wall St. Rank held PIMCO Dynamic Income Opportunities Fund as of Q2 2023.

Based on JNBA Financial Advisors's 13F filing for Q2 2023, filed 3 Aug 2023.