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

Lido 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
2025
Q2 		– Sell
-43,284
Closed -$601K – 1728
2025
Q1 		$601K Buy
+43,284
New +$598K ﹤0.01% 959

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Wells Fargo
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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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Guggenheim Capital
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Lido Advisors's PDO Position: Q2 2025 in Review

Lido Advisors sold out of PIMCO Dynamic Income Opportunities Fund (PDO) in Q2 2025, closing a stake of 43,284 shares — an estimated $601K sold.

Lido Advisors first reported a position in PDO in Q1 2025 and held it in 1 quarter. The position peaked at $601K in Q1 2025. 115 funds tracked by Wall St. Rank hold PDO as of Q2 2025.

  • Lido Advisors reported no remaining PIMCO Dynamic Income Opportunities Fund position as of Q2 2025 after selling out during the quarter.
  • Lido Advisors sold 43,284 PIMCO Dynamic Income Opportunities Fund shares in Q2 2025, an estimated $601K.
  • Lido Advisors first reported a position in PIMCO Dynamic Income Opportunities Fund in Q1 2025 and held it in 1 quarter.
  • Lido Advisors's PIMCO Dynamic Income Opportunities Fund position peaked at $601K in Q1 2025.
  • 115 funds tracked by Wall St. Rank held PIMCO Dynamic Income Opportunities Fund as of Q2 2025.

Based on Lido Advisors's 13F filing for Q2 2025, filed 13 Aug 2025.