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
Q2 		$1.46M Buy
110,368
+11,043
+11% +$145K 0.04% 375
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 $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CM
Cercano Management Bellevue, Washington $750M AUM 25.77% 1-Year Est. Return

Wedbush Securities's PDO Position: Q2 2026 in Review

Wedbush Securities increased its PIMCO Dynamic Income Opportunities Fund (PDO) stake by 11% in Q2 2026, buying an estimated $145K and bringing the position to 110,368 shares worth $1.46M. The position accounts for 0.04% of the portfolio, ranked #375.

Wedbush Securities first reported a position in PDO in Q1 2021 and has held it in 22 quarters since. The position peaked at $2.36M in Q4 2021. 135 funds tracked by Wall St. Rank hold PDO as of Q2 2026.

  • Wedbush Securities held 110,368 shares of PIMCO Dynamic Income Opportunities Fund worth $1.46M as of Q2 2026.
  • Wedbush Securities bought 11,043 PIMCO Dynamic Income Opportunities Fund shares in Q2 2026, an estimated $145K.
  • PIMCO Dynamic Income Opportunities Fund made up 0.04% of Wedbush Securities's portfolio in Q2 2026, its #375 holding.
  • Wedbush Securities first reported a position in PIMCO Dynamic Income Opportunities Fund in Q1 2021 and has held it in 22 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 Q2 2026.

Based on Wedbush Securities's 13F filing for Q2 2026, filed 28 Jul 2026.