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Pimco Energy & Tactical shares owned by Tanglewood Legacy Advisors

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

Historical chart of Tanglewood Legacy Advisors investment in Pimco Energy & Tactical

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Pimco Energy & Tactical by Tanglewood Legacy Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $335k 13k 24.93
2025-06-30 $332k 13k 24.65
2025-03-31 $330k 13k 24.54

More positions owned by Tanglewood Legacy Advisors

Ishares Core MF Closed and MF Open (IUSV)
Ishares S&p MF Closed and MF Open (IUSG)
Ishares Russell MF Closed and MF Open (IWR)
Ishares Russell MF Closed and MF Open (IWF)
Pgim Aaa MF Closed and MF Open (PAAA)
First Trust MF Closed and MF Open (FMAY)
Ishares Russell MF Closed and MF Open (IWD)
First Trust MF Closed and MF Open (DMAY)
First Trust MF Closed and MF Open (FAPR)
SPDR S&P MF Closed and MF Open (SPY)
Apple Common Stock (AAPL)
Invesco Qqq MF Closed and MF Open (QQQ)
First Trust MF Closed and MF Open (GJAN)
First Trust MF Closed and MF Open (DNOV)
First Trust MF Closed and MF Open (DAPR)

View all positions for Tanglewood Legacy Advisors

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