MWA
PDO

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

Merkkuri Wealth 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
-19,070
Closed -$265K – 85
2025
Q1 		$265K Hold
19,070
– – 0.23% 72
2024
Q4 		$259K Hold
19,070
– – 0.21% 79
2024
Q3 		$269K Hold
19,070
– – 0.21% 74
2024
Q2 		$253K Buy
+19,070
New +$250K 0.23% 70

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
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
GC
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

Merkkuri Wealth Advisors's PDO Position: Q2 2025 in Review

Merkkuri Wealth Advisors sold out of PIMCO Dynamic Income Opportunities Fund (PDO) in Q2 2025, closing a stake of 19,070 shares — an estimated $265K sold.

Merkkuri Wealth Advisors first reported a position in PDO in Q2 2024 and held it in 4 quarters. The position peaked at $269K in Q3 2024. 115 funds tracked by Wall St. Rank hold PDO as of Q2 2025.

  • Merkkuri Wealth Advisors reported no remaining PIMCO Dynamic Income Opportunities Fund position as of Q2 2025 after selling out during the quarter.
  • Merkkuri Wealth Advisors sold 19,070 PIMCO Dynamic Income Opportunities Fund shares in Q2 2025, an estimated $265K.
  • Merkkuri Wealth Advisors first reported a position in PIMCO Dynamic Income Opportunities Fund in Q2 2024 and held it in 4 quarters.
  • Merkkuri Wealth Advisors's PIMCO Dynamic Income Opportunities Fund position peaked at $269K in Q3 2024.
  • 115 funds tracked by Wall St. Rank held PIMCO Dynamic Income Opportunities Fund as of Q2 2025.

Based on Merkkuri Wealth Advisors's 13F filing for Q2 2025, filed 4 Aug 2025.