WS
PDO

Wedbush Securities’s PIMCO Dynamic Income Opportunities Fund PDO Stock Holding History

Wedbush Securities’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 		$1.28M Buy
99,325
+480
+0.5% +$6.58K 0.04% 376
2025
Q4 		$1.37M Sell
98,845
-5,046
-5% -$70.2K 0.04% 342
2025
Q3 		$1.47M Buy
103,891
+6,723
+7% +$92.1K 0.05% 310
2025
Q2 		$1.31M Buy
97,168
+4,869
+5% +$65K 0.05% 333
2025
Q1 		$1.28M Buy
92,299
+9,600
+12% +$133K 0.05% 314
2024
Q4 		$1.12M Buy
82,699
+1,917
+2% +$26.2K 0.04% 351
2024
Q3 		$1.14M Buy
80,782
+5,308
+7% +$71.9K 0.04% 337
2024
Q2 		$1M Buy
75,474
+3,221
+4% +$42.3K 0.04% 375
2024
Q1 		$952K Sell
72,253
-6,198
-8% -$80.1K 0.04% 402
2023
Q4 		$960K Sell
78,451
-15,981
-17% -$187K 0.04% 342
2023
Q3 		$1.12M Buy
94,432
+4,560
+5% +$58.1K 0.06% 272
2023
Q2 		$1.17M Buy
89,872
+17,825
+25% +$228K 0.06% 283
2023
Q1 		$893K Buy
72,047
+12,303
+21% +$166K 0.04% 350
2022
Q4 		$763K Buy
59,744
+2,196
+4% +$30.3K 0.04% 379
2022
Q3 		$759K Sell
57,548
-806
-1% -$11.9K 0.04% 363
2022
Q2 		$808K Sell
58,354
-31,212
-35% -$483K 0.04% 350
2022
Q1 		$1.52M Sell
89,566
-30,993
-26% -$553K 0.07% 236
2021
Q4 		$2.36M Buy
120,559
+8,193
+7% +$168K 0.1% 161
2021
Q3 		$2.36M Buy
112,366
+15,165
+16% +$326K 0.11% 155
2021
Q2 		$2.25M Sell
97,201
-2,119
-2% -$44.4K 0.11% 164
2021
Q1 		$1.99M Buy
+99,320
New +$2.02M 0.11% 160

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
Cerity Partners
Cerity Partners New York $70.8B 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 $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

Wedbush Securities's PDO Position: Q1 2026 in Review

Wedbush Securities increased its PIMCO Dynamic Income Opportunities Fund (PDO) stake by 0.49% in Q1 2026, buying an estimated $6.58K and bringing the position to 99,325 shares worth $1.28M. The position accounts for 0.04% of the portfolio, ranked #376.

Wedbush Securities first reported a position in PDO in Q1 2021 and has held it in 21 quarters since. The position peaked at $2.36M in Q4 2021. 135 funds tracked by Wall St. Rank hold PDO as of Q1 2026.

  • Wedbush Securities held 99,325 shares of PIMCO Dynamic Income Opportunities Fund worth $1.28M as of Q1 2026.
  • Wedbush Securities bought 480 PIMCO Dynamic Income Opportunities Fund shares in Q1 2026, an estimated $6.58K.
  • PIMCO Dynamic Income Opportunities Fund made up 0.04% of Wedbush Securities's portfolio in Q1 2026, its #376 holding.
  • Wedbush Securities first reported a position in PIMCO Dynamic Income Opportunities Fund in Q1 2021 and has held it in 21 quarters since.
  • Wedbush Securities's PIMCO Dynamic Income Opportunities Fund position peaked at $2.36M in Q4 2021.
  • 135 funds tracked by Wall St. Rank held PIMCO Dynamic Income Opportunities Fund as of Q1 2026.

Based on Wedbush Securities's 13F filing for Q1 2026, filed 21 Apr 2026.