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

0.52%

of 13F equity value

Holder Rank

#66

of 137 holders

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 $2,634,372 across 3 Asset Management names. PDO ranks #3 (13.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PDI	PIMCO Dynamic Income Fund	96,943	$1,618,948
2	VCTR	Victory Capital Holdings, Inc.	7,764	$652,641
3	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.