Lindbrook Capital’s PIMCO Dynamic Income Opportunities Fund PDO Stock Holding History

Lindbrook Capital’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	$212K	Buy	15,290 +7,290	+91%	+$101K	0.02%	402
2024 Q4	$109K	Hold	8,000	–	–	0.01%	531
2024 Q3	$113K	Buy	8,000 +4,000	+100%	+$54.2K	0.01%	535
2024 Q2	$53.2K	Hold	4,000	–	–	0.01%	770
2024 Q1	$52.7K	Buy	4,000 +3,000	+300%	+$38.8K	﹤0.01%	767
2023 Q4	$12.2K	Sell	1,000 -2,000	-67%	-$23.4K	﹤0.01%	1437
2023 Q3	$35.6K	Buy	+3,000	New	+$38.2K	﹤0.01%	808

Other funds holding PDO

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

SCM

SOL Capital Management Rockville, Maryland $206M AUM 17.87% 1-Year Est. Return

Cercano Management Bellevue, Washington $2.32B AUM 30.12% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Lindbrook Capital's PDO Position: Q1 2025 in Review

Lindbrook Capital increased its PIMCO Dynamic Income Opportunities Fund (PDO) stake by 91% in Q1 2025, buying an estimated $101K and bringing the position to 15,290 shares worth $212K. The position accounts for 0.02% of the portfolio, ranked #402.

Lindbrook Capital first reported a position in PDO in Q3 2023 and has held it in 7 quarters since. 116 funds tracked by Wall St. Rank hold PDO as of Q1 2025.

Lindbrook Capital held 15,290 shares of PIMCO Dynamic Income Opportunities Fund worth $212K as of Q1 2025.
Lindbrook Capital bought 7,290 PIMCO Dynamic Income Opportunities Fund shares in Q1 2025, an estimated $101K.
PIMCO Dynamic Income Opportunities Fund made up 0.02% of Lindbrook Capital's portfolio in Q1 2025, its #402 holding.
Lindbrook Capital first reported a position in PIMCO Dynamic Income Opportunities Fund in Q3 2023 and has held it in 7 quarters since.
116 funds tracked by Wall St. Rank held PIMCO Dynamic Income Opportunities Fund as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.