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Pimco Energy & Tactical shares owned by Creative Planning

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

Historical chart of Creative Planning investment in Pimco Energy & Tactical

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Pimco Energy & Tactical by Creative Planning

Quarter filed Position value Share count Share price at filing
2026-03-31 $275k 12k 22.06
2019-09-30 $263k 15k 17.53
2019-06-30 $294k 15k 19.60

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Top funds holding Pimco Energy & Tactical

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

View all funds holding Pimco Energy & Tactical