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Swan Capital’s PIMCO Dynamic Income Opportunities Fund PDO Stock Holding History

Swan Capital’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
-599
Closed -$8.31K – 499
2025
Q1 		$8.31K Hold
599
– – ﹤0.01% 153
2024
Q4 		$8.14K Buy
+599
New +$8.19K ﹤0.01% 143

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

Swan Capital's PDO Position: Q2 2025 in Review

Swan Capital sold out of PIMCO Dynamic Income Opportunities Fund (PDO) in Q2 2025, closing a stake of 599 shares — an estimated $8.31K sold.

Swan Capital first reported a position in PDO in Q4 2024 and held it in 2 quarters. The position peaked at $8.31K in Q1 2025. 115 funds tracked by Wall St. Rank hold PDO as of Q2 2025.

  • Swan Capital reported no remaining PIMCO Dynamic Income Opportunities Fund position as of Q2 2025 after selling out during the quarter.
  • Swan Capital sold 599 PIMCO Dynamic Income Opportunities Fund shares in Q2 2025, an estimated $8.31K.
  • Swan Capital first reported a position in PIMCO Dynamic Income Opportunities Fund in Q4 2024 and held it in 2 quarters.
  • Swan Capital's PIMCO Dynamic Income Opportunities Fund position peaked at $8.31K in Q1 2025.
  • 115 funds tracked by Wall St. Rank held PIMCO Dynamic Income Opportunities Fund as of Q2 2025.

Based on Swan Capital's 13F filing for Q2 2025, filed 14 Aug 2025.