VVP
PDO

Venture Visionary Partners’s PIMCO Dynamic Income Opportunities Fund PDO Stock Holding History

Venture Visionary Partners’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 		$2.42M Buy
187,532
+60,000
+47% +$822K 0.08% 197
2025
Q4 		$1.77M Hold
127,532
– – 0.06% 242
2025
Q3 		$1.8M Hold
127,532
– – 0.06% 223
2025
Q2 		$1.72M Hold
127,532
– – 0.06% 221
2025
Q1 		$1.77M Hold
127,532
– – 0.07% 211
2024
Q4 		$1.73M Buy
127,532
+48,959
+62% +$669K 0.07% 204
2024
Q3 		$1.11M Hold
78,573
– – 0.05% 264
2024
Q2 		$1.04M Hold
78,573
– – 0.05% 268
2024
Q1 		$1.03M Buy
+78,573
New +$1.02M 0.05% 268

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 $653B AUM 32.41% 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