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RSM US Wealth Management LLC

SEC CIK
0001679031
Latest filing
Aug 4, 2026

PDO holding history

PIMCO Dynamic Income Opportunities Fund in every 13F filed by RSM US Wealth Management LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

PDO overviewAll 13F holders of PDOFull Q2 2026 holdings

Shares (Q1 2026)
0
Sold out in Q1 2026
Value
$0
% of portfolio
0.0%
Quarters held
3
Since Q1 2025
Holdings of PDO by RSM US Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20260$00.0%−32,839−100.0%Sold outHolders
Q4 202532,839$460.0K<0.1%−9,169−21.8%ReducedHolders
Q3 202542,008$595.1K<0.1%+42,008NewHolders
Q2 20250$00.0%−30,746−100.0%Sold outHolders
Q1 202530,746$426.8K<0.1%+30,746NewHolders