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Pimco Energy & Tactical shares owned by Mount Yale Investment Advisors

Quarter-by-quarter ownership of Pimco Energy & Tactical (PDX) shares owned by Mount Yale Investment Advisors from 13F filings

Historical chart of Mount Yale Investment Advisors investment in Pimco Energy & Tactical

Tip: Access up to 7 years of quarterly data

All positions including Pimco Energy & Tactical held by Mount Yale Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Pimco Energy & Tactical by Mount Yale Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.9M 76k 25.06

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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
Williams Jones Wealth Management
Royal Bank of Canada
Envestnet Asset Management
Wells Fargo & Company
Morgan Stanley
Stifel Financial
Hollencrest Securities
City of London Investment Management Company
Advisors Asset Management

View all funds holding Pimco Energy & Tactical