Pimco Energy & Tactical shares owned by Wealth Enhancement Advisory Services
Quarter-by-quarter ownership of Pimco Energy & Tactical (PDX) shares owned by Wealth Enhancement Advisory Services
from 13F filings
Historical chart of Wealth Enhancement Advisory Services investment in Pimco Energy & Tactical
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Quarterly reported holdings in Pimco Energy & Tactical by Wealth Enhancement Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $606k | 25k | 24.54 |
| 2025-06-30 | $621k | 25k | 24.80 |
| 2025-03-31 | $514k | 21k | 24.54 |
| 2024-12-31 | $515k | 20k | 26.13 |
| 2024-06-30 | $426k | 19k | 22.28 |
| 2024-03-31 | $397k | 19k | 21.21 |
| 2023-12-31 | $379k | 19k | 20.48 |
| 2023-09-30 | $228k | 12k | 19.83 |
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