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Pimco Energy & Tactical shares owned by Wealth Enhancement Advisory Services

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

Historical chart of Wealth Enhancement Advisory Services investment in Pimco Energy & Tactical

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Pimco Energy & Tactical by Wealth Enhancement Advisory Services

Quarter filed Position value Share count Share price at filing
2024-03-31 $397k 19k 21.21
2023-12-31 $379k 19k 20.48
2023-09-30 $228k 12k 19.83

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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