Highline Wealth Partners »

Pimco Energy & Tactical shares owned by Highline Wealth Partners

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

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

Tip: Access up to 7 years of quarterly data

All positions including Pimco Energy & Tactical held by Highline 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 Highline Wealth Partners

Quarter filed Position value Share count Share price at filing
2026-03-31 $3.3k 150 22.06
2025-12-31 $2.8k 150 18.78

More positions owned by Highline Wealth Partners

JPMorgan Ultra-Short Income ETF Etf (JPST)
Janus Henderson AAA CLO ETF Etf (JAAA)
Nvidia Corporation Stock (NVDA)
Vanguard S&P 500 ETF Etf (VOO)
iShares Core MSCI EAFE ETF Etf (IEFA)
Apple Inc Com/Inv Stock (AAPL)
Schwab Fundamental U.s. Large Company Etf Etf (FNDX)
Invesco Nasdaq 100 Etf Etf (QQQM)
iShares 5-10 Year Investment Grade Corporate Bond ETF Etf (IGIB)
Vanguard Russell 1000 Value ETF Etf (VONV)
Microsoft Corp Stock (MSFT)
Amazon Stock (AMZN)
Meta Platforms Inc Cl A Stock (META)
Tesla Stock (TSLA)
iShares U.S. Treasury Bond ETF Etf (GOVT)

View all positions for Highline Wealth Partners

Top funds holding Pimco Energy & Tactical

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

View all funds holding Pimco Energy & Tactical