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PDO

PIMCO Dynamic Income Opportunities Fund
PDO

Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$74.9M -$9.17M -619,703 -10%
RCM
2
Rivernorth Capital Management
Florida
$59.4M -$723K -48,826 -1%
Cohen & Steers
3
Cohen & Steers
New York
$19.4M +$1.31M +88,396 +6%
Invesco
4
Invesco
Georgia
$19M -$606K -40,961 -3%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$18.7M +$645K +43,566 +3%
AWA
6
Artemis Wealth Advisors
New York
$18.7M – – –
SCM
7
SOL Capital Management
Maryland
$16.4M +$1.51M +101,901 +9%
UBS Group
8
UBS Group
Switzerland
$15.7M -$4.67M -315,702 -21%
Bank of America
9
Bank of America
North Carolina
$14.5M +$4.75M +320,708 +41%
PCM
10
Penserra Capital Management
California
$8.65M +$3.36M +226,997 +53%
Northwestern Mutual Wealth Management
11
Northwestern Mutual Wealth Management
Wisconsin
$6.25M -$44.6K -3,017 -0.6%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$3.47M -$49.5K -3,345 -1%
Stifel Financial
13
Stifel Financial
Missouri
$2.91M +$323K +21,837 +11%
EW
14
Element Wealth
Mississippi
$2.71M +$55.9K +3,777 +2%
FM
15
Family Management
New York
$2.69M -$770K -52,034 -20%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$2.62M +$328K +22,182 +13%
FFA
17
First Foundation Advisors
California
$1.94M +$42.9K +2,898 +2%
LIM
18
Leavell Investment Management
Alabama
$1.93M -$102K -6,859 -5%
GC
19
Guggenheim Capital
Illinois
$1.91M +$745K +50,350 +53%
Wells Fargo
20
Wells Fargo
California
$1.58M +$1.65M +111,763 +1,386%
Osaic Holdings
21
Osaic Holdings
Arizona
$1.33M +$286K +19,300 +24%
SWM
22
Stockman Wealth Management
Montana
$1.32M -$8.06K -545 -0.5%
USCWA
23
U.S. Capital Wealth Advisors
Texas
$1.23M +$1.38M +93,270 New
AWS
24
Atria Wealth Solutions
New York
$1.05M +$379K +25,595 +48%
CA
25
Crumly & Associates
Illinois
$936K -$78.4K -5,300 -7%
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