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Pimco Energy & Tactical shares owned by Root Financial Partners

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

Historical chart of Root Financial Partners investment in Pimco Energy & Tactical

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Pimco Energy & Tactical by Root Financial Partners

Quarter filed Position value Share count Share price at filing
2026-09-30 $26k 1.3k 20.30

More positions owned by Root Financial Partners

Dimensional U.s. Equity Market Etf Etf (DFUS)
Dimensional Us Large Cap Value Etf Etf (DFLV)
Dimensional International Core Equity Market Etf Etf (DFAI)
U.s. Small Cap Portfolio Etf Etf (DFAS)
Dimensional Short-duration Fixed Income Etf Etf (DFSD)
Dimensional Core Fixed Income Etf Etf (DFCF)
Dimensional Emerging Core Equity Market Etf Etf (DFAE)
Dimensional Ultrashort Fixed Income Etf Etf (DUSB)
U.s. High Relative Profitability Portfolio: Etf Class Shares Etf (DUHP)
Dimensional International Value Etf Etf (DFIV)
Vanguard Morningstar Growth Etf Etf (VUG)
Dimensional International Small Cap Etf Etf (DFIS)
Dfa Real Estate Securities Portfolio: Etf Class Shares Etf (DFAR)
Nvidia Corporation Stock (NVDA)
Dimensional Emerging Markets Value Etf Etf (DFEV)

View all positions for Root Financial Partners

Top funds holding Pimco Energy & Tactical

Saba Capital Management
Rivernorth Capital Management
Thomas J. Herzfeld Advisors
Wells Fargo & Company
Cohen & Steers Capital Management
UBS Group
Royal Bank of Canada
Williams Jones Wealth Management
Bank of America Corporation
Punch & Associates Investment Management
Envestnet Asset Management
Almitas Capital
Hollencrest Securities
Stifel Financial
Advisors Asset Management

View all funds holding Pimco Energy & Tactical