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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
2024-09-30 $673k 29k 23.59
2024-06-30 $709k 32k 22.28
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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View all positions for Aprio Wealth Management

Top funds holding Pimco Energy & Tactical

Saba Capital Management
Rivernorth Capital Management
Thomas J. Herzfeld Advisors
Morgan Stanley
Williams Jones Wealth Management
Cohen & Steers Capital Management
Royal Bank of Canada
Envestnet Asset Management
Stifel Financial
Advisors Asset Management
Bank of America Corporation
Pathstone Holdings
Hollencrest Securities
Atlas Wealth
Kovitz Investment Group Partners

View all funds holding Pimco Energy & Tactical