SS
PDO

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

Sunbelt 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
2026
Q1 		$38.8K Sell
3,000
-31,584
-91% -$433K ﹤0.01% 1090
2025
Q4 		$479K Sell
34,584
-8,439
-20% -$117K 0.03% 412
2025
Q3 		$607K Buy
43,023
+7,516
+21% +$103K 0.04% 339
2025
Q2 		$483K Sell
35,507
-4,620
-12% -$61.6K 0.04% 361
2025
Q1 		$557K Buy
40,127
+4,620
+13% +$63.8K 0.05% 297
2024
Q4 		$480K Sell
35,507
-2,419
-6% -$33.1K 0.04% 361
2024
Q3 		$536K Buy
37,926
+11,900
+46% +$161K 0.05% 338
2024
Q2 		$346K Sell
26,026
-18,416
-41% -$242K 0.04% 417
2024
Q1 		$585K Buy
44,442
+5,446
+14% +$70.4K 0.07% 291
2023
Q4 		$477K Sell
38,996
-158
-0.4% -$1.85K 0.06% 319
2023
Q3 		$465K Sell
39,154
-600
-2% -$7.65K 0.06% 297
2023
Q2 		$519K Hold
39,754
– – 0.07% 275
2023
Q1 		$495K Buy
+39,754
New +$535K 0.08% 257

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