PS
PDO

Principal Securities’s PIMCO Dynamic Income Opportunities Fund PDO Stock Holding History

Principal Securities’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
Q4 		– Sell
-3,435
Closed -$48.5K – 2886
2025
Q3 		$48.5K Buy
3,435
+631
+23% +$8.65K ﹤0.01% 1964
2025
Q2 		$37.8K Buy
2,804
+1,455
+108% +$19.4K ﹤0.01% 2013
2025
Q1 		$18.3K Hold
1,349
– – ﹤0.01% 2245
2024
Q4 		$18.3K Buy
1,349
+1,290
+2,186% +$17.6K ﹤0.01% 2243
2024
Q3 		$833 Hold
59
– – ﹤0.01% 3176
2024
Q2 		$784 Hold
59
– – ﹤0.01% 3116
2024
Q1 		$777 Hold
59
– – ﹤0.01% 3079
2023
Q4 		$722 Buy
+59
New +$690 ﹤0.01% 3018

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
SCM
SOL Capital Management Rockville, Maryland $206M AUM 17.87% 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