MorganRosel Wealth Management’s PIMCO Dynamic Income Opportunities Fund PDO Stock Holding History

MorganRosel Wealth Management’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
2026 Q2	$363K	Buy	+27,442	New	+$360K	0.12%	90

Other funds holding PDO

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cercano Management Bellevue, Washington $750M AUM 25.77% 1-Year Est. Return

MorganRosel Wealth Management's PDO Position: Q2 2026 in Review

MorganRosel Wealth Management opened a new position in PIMCO Dynamic Income Opportunities Fund (PDO) in Q2 2026: 27,442 shares worth $363K. The stake represents 0.12% of the portfolio and ranks #90 among its holdings.

136 funds tracked by Wall St. Rank hold PDO as of Q2 2026.

MorganRosel Wealth Management held 27,442 shares of PIMCO Dynamic Income Opportunities Fund worth $363K as of Q2 2026.
PIMCO Dynamic Income Opportunities Fund was a new MorganRosel Wealth Management position in Q2 2026.
PIMCO Dynamic Income Opportunities Fund made up 0.12% of MorganRosel Wealth Management's portfolio in Q2 2026, its #90 holding.
136 funds tracked by Wall St. Rank held PIMCO Dynamic Income Opportunities Fund as of Q2 2026.

Based on MorganRosel Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.