PWAM
PDO

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

Private Wealth Asset 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 		– Sell
-20,484
Closed -$265K – 952
2026
Q1 		$265K Buy
20,484
+552
+3% +$7.57K 0.03% 232
2025
Q4 		$276K Buy
+19,932
New +$277K 0.03% 229

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 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
CM
Cercano Management Bellevue, Washington $750M AUM 25.77% 1-Year Est. Return

Private Wealth Asset Management's PDO Position: Q2 2026 in Review

Private Wealth Asset Management sold out of PIMCO Dynamic Income Opportunities Fund (PDO) in Q2 2026, closing a stake of 20,484 shares — an estimated $265K sold.

Private Wealth Asset Management first reported a position in PDO in Q4 2025 and held it in 2 quarters. The position peaked at $276K in Q4 2025. 136 funds tracked by Wall St. Rank hold PDO as of Q2 2026.

  • Private Wealth Asset Management reported no remaining PIMCO Dynamic Income Opportunities Fund position as of Q2 2026 after selling out during the quarter.
  • Private Wealth Asset Management sold 20,484 PIMCO Dynamic Income Opportunities Fund shares in Q2 2026, an estimated $265K.
  • Private Wealth Asset Management first reported a position in PIMCO Dynamic Income Opportunities Fund in Q4 2025 and held it in 2 quarters.
  • Private Wealth Asset Management's PIMCO Dynamic Income Opportunities Fund position peaked at $276K in Q4 2025.
  • 136 funds tracked by Wall St. Rank held PIMCO Dynamic Income Opportunities Fund as of Q2 2026.

Based on Private Wealth Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.