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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
$73.3M +$245K +18,970 +0.3%
UBS Group
2
UBS Group
Switzerland
$27.4M +$2.28M +175,963 +9%
Wells Fargo
3
Wells Fargo
California
$26.4M +$3.21M +248,492 +14%
Cohen & Steers
4
Cohen & Steers
New York
$17.9M – – –
PCM
5
Penserra Capital Management
California
$15.4M +$1.66M +128,338 +12%
SCM
6
SOL Capital Management
Maryland
$13.2M +$1.76M +136,175 +16%
Bank of America
7
Bank of America
North Carolina
$11.6M -$2.59M -200,433 -19%
Invesco
8
Invesco
Georgia
$10.8M -$3.97M -307,124 -27%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$7.37M -$1.44M -111,729 -17%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$6.74M -$1.47M -113,588 -18%
CA
11
Cornerstone Advisory
Maryland
$5.85M -$38K -2,938 -0.7%
GC
12
Guggenheim Capital
Illinois
$5.38M -$24.2K -1,869 -0.5%
EW
13
Element Wealth
Mississippi
$3.45M -$5.34K -413 -0.2%
LPL Financial
14
LPL Financial
California
$3.39M +$1.27M +98,376 +62%
CIA
15
Capital Investment Advisors
Georgia
$3.32M +$271K +20,979 +9%
Osaic Holdings
16
Osaic Holdings
Arizona
$3.27M +$473K +36,570 +17%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$3.1M +$72K +5,571 +2%
PI
18
PFG Investments
New York
$2.86M +$2.81M +217,109 New
CPRC
19
Consolidated Portfolio Review Corp
New York
$2.49M -$20.6K -1,597 -0.8%
HighTower Advisors
20
HighTower Advisors
Illinois
$2.47M +$535K +41,357 +28%
USCWA
21
U.S. Capital Wealth Advisors
Texas
$1.71M -$75.4K -5,830 -4%
BAM
22
Belpointe Asset Management
Nevada
$1.54M +$958K +74,058 +173%
BI
23
Bramshill Investments
Florida
$1.52M +$604K +46,733 +68%
Stifel Financial
24
Stifel Financial
Missouri
$1.51M +$190K +14,697 +15%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$1.5M +$204K +15,776 +16%
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