SFS
PDO icon

Sowell Financial Services’s PIMCO Dynamic Income Opportunities Fund PDO Stock Holding History

Sowell Financial Services’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
Q2 		– Sell
-10,500
Closed -$146K – 1089
2025
Q1 		$146K Buy
+10,500
New +$145K 0.01% 955

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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
SCM
SOL Capital Management Rockville, Maryland $206M AUM 17.87% 1-Year Est. Return
CM
Cercano Management Bellevue, Washington $750M AUM 25.77% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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

Sowell Financial Services's PDO Position: Q2 2025 in Review

Sowell Financial Services sold out of PIMCO Dynamic Income Opportunities Fund (PDO) in Q2 2025, closing a stake of 10,500 shares — an estimated $146K sold.

Sowell Financial Services first reported a position in PDO in Q1 2025 and held it in 1 quarter. The position peaked at $146K in Q1 2025. 115 funds tracked by Wall St. Rank hold PDO as of Q2 2025.

  • Sowell Financial Services reported no remaining PIMCO Dynamic Income Opportunities Fund position as of Q2 2025 after selling out during the quarter.
  • Sowell Financial Services sold 10,500 PIMCO Dynamic Income Opportunities Fund shares in Q2 2025, an estimated $146K.
  • Sowell Financial Services first reported a position in PIMCO Dynamic Income Opportunities Fund in Q1 2025 and held it in 1 quarter.
  • Sowell Financial Services's PIMCO Dynamic Income Opportunities Fund position peaked at $146K in Q1 2025.
  • 115 funds tracked by Wall St. Rank held PIMCO Dynamic Income Opportunities Fund as of Q2 2025.

Based on Sowell Financial Services's 13F filing for Q2 2025, filed 14 Jul 2025.