USCWA
PDO

U.S. Capital Wealth Advisors’s PIMCO Dynamic Income Opportunities Fund PDO Stock Holding History

U.S. Capital Wealth Advisors’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
Q1 		– Sell
-61,705
Closed -$839K – 882
2024
Q4 		$839K Sell
61,705
-55,250
-47% -$755K 0.03% 456
2024
Q3 		$1.65M Hold
116,955
– – 0.06% 271
2024
Q2 		$1.55M Sell
116,955
-13,060
-10% -$171K 0.06% 278
2024
Q1 		$1.71M Sell
130,015
-5,830
-4% -$75.4K 0.07% 260
2023
Q4 		$1.66M Sell
135,845
-10,400
-7% -$122K 0.07% 260
2023
Q3 		$1.74M Hold
146,245
– – 0.08% 224
2023
Q2 		$1.91M Buy
146,245
+21,995
+18% +$282K 0.09% 217
2023
Q1 		$1.54M Buy
124,250
+1,530
+1% +$20.6K 0.07% 241
2022
Q4 		$1.57M Buy
122,720
+29,450
+32% +$406K 0.07% 249
2022
Q3 		$1.23M Buy
+93,270
New +$1.38M 0.06% 291

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 $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SCM
SOL Capital Management Rockville, Maryland $206M AUM 17.87% 1-Year Est. Return
CM
Cercano Management Bellevue, Washington $2.32B AUM 30.12% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return