WANY
PDO

Wealthspire Advisors (New York)’s PIMCO Dynamic Income Opportunities Fund PDO Stock Holding History

Wealthspire Advisors (New York)’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
Q4 		– Sell
-70
Closed -$989 – 2340
2025
Q3 		$989 Buy
+70
New +$959 ﹤0.01% 2745

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SCM
SOL Capital Management Rockville, Maryland $206M AUM 17.87% 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 $12.9B 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

Wealthspire Advisors (New York)'s PDO Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of PIMCO Dynamic Income Opportunities Fund (PDO) in Q4 2025, closing a stake of 70 shares — an estimated $989 sold.

Wealthspire Advisors (New York) first reported a position in PDO in Q3 2025 and held it in 1 quarter. The position peaked at $989 in Q3 2025. 128 funds tracked by Wall St. Rank hold PDO as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining PIMCO Dynamic Income Opportunities Fund position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 70 PIMCO Dynamic Income Opportunities Fund shares in Q4 2025, an estimated $989.
  • Wealthspire Advisors (New York) first reported a position in PIMCO Dynamic Income Opportunities Fund in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s PIMCO Dynamic Income Opportunities Fund position peaked at $989 in Q3 2025.
  • 128 funds tracked by Wall St. Rank held PIMCO Dynamic Income Opportunities Fund as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.