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Pimco Energy & Tactical shares owned by Atlas Wealth

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

Historical chart of Atlas Wealth investment in Pimco Energy & Tactical

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Pimco Energy & Tactical by Atlas Wealth

Quarter filed Position value Share count Share price at filing
2024-06-30 $4.8B 209k 22880.00
2023-09-30 $19B 958k 19830.00
2023-06-30 $15B 946k 16060.00
2023-03-31 $14B 961k 14600.00
2022-12-31 $15M 983k 14.94

More positions owned by Atlas Wealth

Srh Total Return Fund Incorporated Closed End Funds - Taxable (STEW)
Adams Diversified Equity Closed End Funds - Taxable (ADX)
Central Secs Corporation Closed End Funds - Taxable (CET)
U.s. Bancorp Pfd B Preferred Stock (USB.PH)
Blackstone Strategic Cred 2027 Com Shs Ben In Closed End Funds - Taxable (BGB)
Miller Howard High Inc Eqty Fd Com Shs Ben In Closed End Funds - Taxable (HIE)
Apple Incorporated Common Stock (AAPL)
General Amern Invs Company Incorporated Closed End Funds - Taxable (GAM)
Bank Of America Corporation Pfd 1/1200ser2 Preferred Stock (BML.PH)
Procter And Gamble Company Common Stock (PG)
Microsoft Corporation Common Stock (MSFT)
Pioneer Mun High Income Opport Closed End Investment Co. Non Tax Dividend (MIO)
Blackrock Cap Allocation Term Closed End Funds - Taxable (BCAT)
Nuveen Preferred & Income Term Closed End Funds - Taxable (JPI)
Ecofin Sustainable And Social Com Sh Ben Int Closed End Funds - Taxable (TEAF)

View all positions for Atlas Wealth

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