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 New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Cercano Management Bellevue, Washington $750M AUM 25.77% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

U.S. Capital Wealth Advisors's PDO Position: Q1 2025 in Review

U.S. Capital Wealth Advisors sold out of PIMCO Dynamic Income Opportunities Fund (PDO) in Q1 2025, closing a stake of 61,705 shares — an estimated $839K sold.

U.S. Capital Wealth Advisors first reported a position in PDO in Q3 2022 and held it in 10 quarters. The position peaked at $1.91M in Q2 2023. 117 funds tracked by Wall St. Rank hold PDO as of Q1 2025.

U.S. Capital Wealth Advisors reported no remaining PIMCO Dynamic Income Opportunities Fund position as of Q1 2025 after selling out during the quarter.
U.S. Capital Wealth Advisors sold 61,705 PIMCO Dynamic Income Opportunities Fund shares in Q1 2025, an estimated $839K.
U.S. Capital Wealth Advisors first reported a position in PIMCO Dynamic Income Opportunities Fund in Q3 2022 and held it in 10 quarters.
U.S. Capital Wealth Advisors's PIMCO Dynamic Income Opportunities Fund position peaked at $1.91M in Q2 2023.
117 funds tracked by Wall St. Rank held PIMCO Dynamic Income Opportunities Fund as of Q1 2025.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2025, filed 29 Apr 2025.