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Pimco Energy & Tactical shares owned by Regal Investment Advisors

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

Historical chart of Regal Investment Advisors investment in Pimco Energy & Tactical

Tip: Access up to 7 years of quarterly data

All positions including Pimco Energy & Tactical held by Regal 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 Regal Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $320k 14k 23.59
2024-06-30 $325k 15k 22.28
2024-03-31 $323k 15k 21.21

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Top funds holding Pimco Energy & Tactical

Saba Capital Management
Rivernorth Capital Management
Thomas J. Herzfeld Advisors
Morgan Stanley
Williams Jones Wealth Management
Cohen & Steers Capital Management
Royal Bank of Canada
Envestnet Asset Management
Stifel Financial
Advisors Asset Management
Bank of America Corporation
Pathstone Holdings
Hollencrest Securities
Atlas Wealth
Kovitz Investment Group Partners

View all funds holding Pimco Energy & Tactical