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PIMCO Dynamic Income Opportuni shares owned by MorganRosel Wealth Management

Quarter-by-quarter ownership of PIMCO Dynamic Income Opportuni (PDO) shares owned by MorganRosel Wealth Management from 13F filings

Historical chart of MorganRosel Wealth Management investment in PIMCO Dynamic Income Opportuni

Tip: Access up to 7 years of quarterly data

All positions including PIMCO Dynamic Income Opportuni held by MorganRosel Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in PIMCO Dynamic Income Opportuni by MorganRosel Wealth Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $363k 27k 13.22

More positions owned by MorganRosel Wealth Management

Vanguard Morningstar Total Stock Market Etf Etf (VTI)
Schwab International Equity Etf Etf (SCHF)
Vanguard S&p 500 Etf Etf (VOO)
Schwab Fundamental International Equity Etf Etf (FNDF)
Vanguard Ftse All-world Ex-us Index Fund Etf (VEU)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Pimco Active Bond Exchange-traded Fund Etf (BOND)
State Street Spdr S&p 500 Etf Etf (SPY)
Schwab Emerging Markets Equity Etf Etf (SCHE)
Vanguard Core Plus Bond Etf Etf (VPLS)
Vanguard Ultra-short Bond Etf Etf (VUSB)
Vanguard Ftse Pacific Etf Etf (VPL)
Schwab Us Aggregate Bond Etf Etf (SCHZ)
Schwab Fundamental Emerging Markets Equity Etf Etf (FNDE)
Jpmorgan U.s. Quality Factor Etf Etf (JQUA)

View all positions for MorganRosel Wealth Management

Top funds holding PIMCO Dynamic Income Opportuni

Morgan Stanley
UBS Group
Royal Bank of Canada
Wells Fargo & Company
HPM Partners
Cohen & Steers Capital Management
Invesco
Guggenheim Capital, LLC Managers
Bank of America Corporation
Cercano Management
Raymond James Financial
Commonwealth Equity Services
HighTower Advisors
Cetera Investment Advisers
LPL Financial

View all funds holding PIMCO Dynamic Income Opportuni