NW
PDO

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

Naviter Wealth’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
Q3 		– Sell
-25,500
Closed -$347K – 280
2025
Q2 		$347K Buy
+25,500
New +$340K 0.04% 223

Other funds holding PDO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
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
CM
Cercano Management Bellevue, Washington $2.32B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Naviter Wealth's PDO Position: Q3 2025 in Review

Naviter Wealth sold out of PIMCO Dynamic Income Opportunities Fund (PDO) in Q3 2025, closing a stake of 25,500 shares — an estimated $347K sold.

Naviter Wealth first reported a position in PDO in Q2 2025 and held it in 1 quarter. The position peaked at $347K in Q2 2025. 133 funds tracked by Wall St. Rank hold PDO as of Q3 2025.

  • Naviter Wealth reported no remaining PIMCO Dynamic Income Opportunities Fund position as of Q3 2025 after selling out during the quarter.
  • Naviter Wealth sold 25,500 PIMCO Dynamic Income Opportunities Fund shares in Q3 2025, an estimated $347K.
  • Naviter Wealth first reported a position in PIMCO Dynamic Income Opportunities Fund in Q2 2025 and held it in 1 quarter.
  • Naviter Wealth's PIMCO Dynamic Income Opportunities Fund position peaked at $347K in Q2 2025.
  • 133 funds tracked by Wall St. Rank held PIMCO Dynamic Income Opportunities Fund as of Q3 2025.

Based on Naviter Wealth's 13F filing for Q3 2025, filed 6 Nov 2025.