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Pimco Energy & Tactical shares owned by Allied Private Wealth

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

Historical chart of Allied Private Wealth investment in Pimco Energy & Tactical

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

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Quarterly reported holdings in Pimco Energy & Tactical by Allied Private Wealth

Quarter filed Position value Share count Share price at filing
2026-06-30 $13k 623 21.31

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Top funds holding Pimco Energy & Tactical

Saba Capital Management
Thomas J. Herzfeld Advisors
Rivernorth Capital Management
Cohen & Steers Capital Management
UBS Group
Royal Bank of Canada
Wells Fargo & Company
Morgan Stanley
Williams Jones Wealth Management
Punch & Associates Investment Management
Bank of America Corporation
Envestnet Asset Management
Almitas Capital
Hollencrest Securities
Pathstone Holdings

View all funds holding Pimco Energy & Tactical