Flatrock Wealth Partners »

Pimco Energy & Tactical shares owned by Flatrock Wealth Partners

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

Historical chart of Flatrock Wealth Partners investment in Pimco Energy & Tactical

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Pimco Energy & Tactical by Flatrock Wealth Partners

Quarter filed Position value Share count Share price at filing
2026-03-31 $301k 14k 22.19

More positions owned by Flatrock Wealth Partners

Apple (AAPL)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Schwab Strategic Tr Fundamental Intl (FNDF)
Pimco Etf Tr Sr Ln Active Etf (LONZ)
Caretrust Reit (CTRE)
Spdr Series Trust State Street Spd (SPIB)
Spdr Series Trust State Street Spd (BIL)
Ea Series Trust Alpha Arch 1-3 (BOXX)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Schwab Strategic Tr Fundamental Us L (FNDX)
Vanguard World Energy Etf (VDE)
Ea Series Trust Alpha Architect (AAEQ)
NVIDIA Corporation (NVDA)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)

View all positions for Flatrock Wealth Partners

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
Altium Capital Management

View all funds holding Pimco Energy & Tactical