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Pimco Energy & Tactical shares owned by Evolve Private Wealth

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

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

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All positions including Pimco Energy & Tactical held by Evolve 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 Evolve Private Wealth

Quarter filed Position value Share count Share price at filing
2026-03-31 $528k 24k 22.06

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View all positions for Evolve Private Wealth

Top funds holding Pimco Energy & Tactical

Saba Capital Management
Rivernorth Capital Management
Thomas J. Herzfeld Advisors
Punch & Associates Investment Management
Cohen & Steers Capital Management
UBS Group
Wells Fargo & Company
Williams Jones Wealth Management
Envestnet Asset Management
Hollencrest Securities
Stifel Financial
City of London Investment Management Company
Advisors Asset Management
Cambridge Investment Research Advisors
Almitas Capital

View all funds holding Pimco Energy & Tactical