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Pimco Energy & Tactical shares owned by Aprio Wealth Management

Quarter-by-quarter ownership of Pimco Energy & Tactical (PDX) shares owned by Aprio Wealth Management from 13F filings

Historical chart of Aprio Wealth Management investment in Pimco Energy & Tactical

Tip: Access up to 7 years of quarterly data

All positions including Pimco Energy & Tactical held by Aprio Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Pimco Energy & Tactical by Aprio Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $783k 37k 21.21
2023-12-31 $776k 38k 20.48
2023-09-30 $1.4M 72k 19.83

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Pacer Fds Tr Us Cash Cows 100 (COWZ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Simplify Exchange Traded Fun Short Term Trea (TUA)
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Vanguard Index Fds Mcap Gr Idxvip (VOT)
Simplify Exchange Traded Fun Mbs Etf (MTBA)
Microsoft Corporation (MSFT)

View all positions for Aprio Wealth Management

Top funds holding Pimco Energy & Tactical

Saba Capital Management
Rivernorth Capital Management
Thomas J. Herzfeld Advisors
Punch & Associates Investment Management
UBS Group
Royal Bank of Canada
Advisors Asset Management
Bank of America Corporation
Pathstone Holdings
Stifel Financial
Wells Fargo & Company
Almitas Capital
Hollencrest Securities
Relative Value Partners
Rsm Us Wealth Management

View all funds holding Pimco Energy & Tactical