MorganRosel Wealth Management, LLC

Position in PDO — PIMCO Dynamic Income Opportunities Fund

CIK 1753218 HIGHLANDS RANCH, CO

Position in PDO

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$362,783

New position

Shares Held

27,442

first reported quarter

Ownership

0.019%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

MorganRosel Wealth Management, LLC holds $6,116,458 across 4 Asset Management names. PDO ranks #4 (5.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	IVZ	Invesco Ltd.	66,739	$3,482,086
2	PDI	PIMCO Dynamic Income Fund	96,943	$1,618,948
3	VCTR	Victory Capital Holdings, Inc.	7,764	$652,641
4	PDO	PIMCO Dynamic Income Opportunities Fund This page	27,442	$362,783

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$362,783	27,442	—	Shares	Sole	2026-08-14
No filing history on record for this holder in this stock.