PI
PDO

PFG Investments’s PIMCO Dynamic Income Opportunities Fund PDO Stock Holding History

PFG Investments’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
Q1 		$390K Sell
30,136
-227
-0.7% -$3.11K 0.02% 716
2025
Q4 		$420K Buy
30,363
+1,551
+5% +$21.6K 0.02% 638
2025
Q3 		$407K Buy
28,812
+994
+4% +$13.6K 0.02% 633
2025
Q2 		$375K Sell
27,818
-2,042
-7% -$27.2K 0.02% 629
2025
Q1 		$414K Sell
29,860
-2,413
-7% -$33.3K 0.03% 569
2024
Q4 		$439K Buy
32,273
+908
+3% +$12.4K 0.03% 547
2024
Q3 		$443K Sell
31,365
-739
-2% -$10K 0.03% 540
2024
Q2 		$427K Sell
32,104
-185,005
-85% -$2.43M 0.03% 510
2024
Q1 		$2.86M Buy
+217,109
New +$2.81M 0.17% 123
2023
Q4 		– Sell
-60,934
Closed -$724K – 531
2023
Q3 		$724K Buy
60,934
+1,195
+2% +$15.2K 0.14% 164
2023
Q2 		$780K Buy
59,739
+3,459
+6% +$44.3K 0.14% 159
2023
Q1 		$698K Buy
+56,280
New +$757K 0.14% 160

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 $564B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.5B AUM 21.68% 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 $12.6B 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return