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Pimco Energy & Tactical shares owned by Cornerstone Wealth Management

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

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

Tip: Access up to 7 years of quarterly data

All positions including Pimco Energy & Tactical held by Cornerstone 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 Cornerstone Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $350k 15k 23.59
2024-06-30 $308k 14k 22.28
2024-03-31 $289k 14k 21.21
2023-12-31 $264k 13k 20.48

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Pacer Fds Tr Pacer Us Small (CALF)

View all positions for Cornerstone Wealth Management

Top funds holding Pimco Energy & Tactical

Rivernorth Capital Management
Thomas J. Herzfeld Advisors
Williams Jones Wealth Management
Royal Bank of Canada
Envestnet Asset Management
Advisors Asset Management
Bank of America Corporation
Pathstone Holdings
Hollencrest Securities
Kovitz Investment Group Partners
Rsm Us Wealth Management
Rareview Capital
Transcend Wealth Collective
Smith, Moore & Co.
Wells Fargo & Company

View all funds holding Pimco Energy & Tactical