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Strategic Investment Solutions’s PIMCO Dynamic Income Opportunities Fund PDO Stock Holding History

Strategic Investment Solutions’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
-580
Closed -$8.19K – 649
2025
Q3 		$8.19K Buy
580
+16
+3% +$219 ﹤0.01% 392
2025
Q2 		$7.61K Buy
564
+15
+3% +$200 ﹤0.01% 390
2025
Q1 		$7.62K Buy
549
+15
+3% +$207 ﹤0.01% 398
2024
Q4 		$7.25K Buy
534
+15
+3% +$205 ﹤0.01% 416
2024
Q3 		$7.33K Buy
+519
New +$7.03K ﹤0.01% 398

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
SCM
SOL Capital Management Rockville, Maryland $206M AUM 17.87% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Strategic Investment Solutions's PDO Position: Q4 2025 in Review

Strategic Investment Solutions sold out of PIMCO Dynamic Income Opportunities Fund (PDO) in Q4 2025, closing a stake of 580 shares — an estimated $8.19K sold.

Strategic Investment Solutions first reported a position in PDO in Q3 2024 and held it in 5 quarters. The position peaked at $8.19K in Q3 2025. 128 funds tracked by Wall St. Rank hold PDO as of Q4 2025.

  • Strategic Investment Solutions reported no remaining PIMCO Dynamic Income Opportunities Fund position as of Q4 2025 after selling out during the quarter.
  • Strategic Investment Solutions sold 580 PIMCO Dynamic Income Opportunities Fund shares in Q4 2025, an estimated $8.19K.
  • Strategic Investment Solutions first reported a position in PIMCO Dynamic Income Opportunities Fund in Q3 2024 and held it in 5 quarters.
  • Strategic Investment Solutions's PIMCO Dynamic Income Opportunities Fund position peaked at $8.19K in Q3 2025.
  • 128 funds tracked by Wall St. Rank held PIMCO Dynamic Income Opportunities Fund as of Q4 2025.

Based on Strategic Investment Solutions's 13F filing for Q4 2025, filed 27 Feb 2026.