PDX — PIMCO ENERGY & TACTICAL CR O

Ownership history in WEALTH ENHANCEMENT ADVISORY SERVICES, LLC  ·  11 quarters on record

AI Ownership Summary

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC reported PIMCO ENERGY & TACTICAL CR O (PDX) in 11 quarterly 13F filings from 2023 Q4 through 2026 Q1. The latest visible filing shows PDX at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this PDX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was WEALTH ENHANCEMENT ADVISORY SERVICES, LLC's position in PIMCO ENERGY & TACTICAL CR O, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

PDX was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

PDX stock page WEALTH ENHANCEMENT ADVISORY SERVICES, LLC fund profile WEALTH ENHANCEMENT ADVISORY SERVICES, LLC full holdings
How WEALTH ENHANCEMENT ADVISORY SERVICES, LLC held PDX — position size vs. price
% of Fund (quarterly)    PDX price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 18,189 -4,558 -20.0% 0.00% $385K 2026-04-08 $21.21
2025 Q4 REDUCED 22,747 -1,953 -7.9% 0.00% $432K 2026-01-08 $18.71
2025 Q3 REDUCED 24,700 -345 -1.4% 0.00% $606K 2025-10-29 $18.45
2025 Q2 ADDED 25,045 +4,107 +19.6% 0.00% $621K 2025-07-10 $20.26
2025 Q1 ADDED 20,938 +1,520 +7.8% 0.00% $514K 2025-04-16 $16.44
2024 Q4 REDUCED 19,418 -1 -0.0% 0.00% $458K 2025-01-10 $20.16
2024 Q3 ADDED 19,419 +287 +1.5% 0.00% $458K 2024-10-24 $17.81
2024 Q2 ADDED 19,132 +432 +2.3% 0.00% $426K 2024-07-16 $17.57
2024 Q1 ADDED 18,700 +202 +1.1% 0.00% $397K 2024-04-15 $15.37
2023 Q4 ADDED 18,498 +6,992 +60.8% 0.00% $379K 2024-01-30 $14.20
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding PDX

As of 2026 Q1 — sorted by position size

Noble Wealth Management PBC 0.34% Stolper Co 3Y 0.15% EVOLVE PRIVATE WEALTH, LLC 0.03% Cornerstone National Bank & Trust Co 0.01% Wealth Science Advisors LLC 0.01% CoreCap Advisors, LLC 3Y 0.01% FNY Investment Advisers, LLC 3Y 7Y 0.0% HALBERT HARGROVE GLOBAL ADVISORS, LLC 3Y 7Y 0.0% HIGHLINE WEALTH PARTNERS LLC 0.0% IFP Advisors, Inc 3Y 7Y 0.0%

FAQ About WEALTH ENHANCEMENT ADVISORY SERVICES, LLC and PDX

These are the practical questions this page is built to answer before you even open the full history table.

How long has WEALTH ENHANCEMENT ADVISORY SERVICES, LLC reported owning PDX?

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC reported PDX across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported PDX position in WEALTH ENHANCEMENT ADVISORY SERVICES, LLC's portfolio?

The largest reported portfolio weight for PDX was 0.00% in 2023 Q4.

What is the latest reported PDX position on this page?

The most recent filing on this page is 2026 Q1, when WEALTH ENHANCEMENT ADVISORY SERVICES, LLC reported 18,189 shares, equal to 0.00% of portfolio, with an estimated market value of $385K.

What does the chart on this PDX ownership page compare?

The chart compares WEALTH ENHANCEMENT ADVISORY SERVICES, LLC's quarterly PDX portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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