Ackerman Capital Advisors’s Pimco California Municipal Income Fund PCQ Stock Holding History

Ackerman Capital Advisors’s Portfolio PCQ Stock Details PCQ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$615K	Buy	71,696 +11,445	+19%	+$102K	0.13%	68
2025 Q4	$526K	Buy	60,251 +16,134	+37%	+$142K	0.11%	76
2025 Q3	$385K	Buy	44,117 +31,898	+261%	+$269K	0.08%	79
2025 Q2	$105K	Sell	12,219 -1,531	-11%	-$13K	0.02%	110
2025 Q1	$122K	Buy	+13,750	New	+$125K	0.03%	103
2024 Q3	–	Sell	-40,692	Closed	-$383K	–	107
2024 Q2	$383K	Sell	40,692 -10,970	-21%	-$102K	0.1%	72
2024 Q1	$484K	Sell	51,662 -69,723	-57%	-$655K	0.13%	69
2023 Q4	$1.13M	Sell	121,385 -139,405	-53%	-$1.24M	0.32%	52
2023 Q3	$2.17M	Sell	260,790 -25,808	-9%	-$246K	0.61%	29
2023 Q2	$2.81M	Sell	286,598 -12,287	-4%	-$121K	0.73%	28
2023 Q1	$3.01M	Buy	+298,885	New	+$3.21M	0.78%	28

Other funds holding PCQ

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return

SCM

Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

LSC

Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return

Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return

Ackerman Capital Advisors's PCQ Position: Q1 2026 in Review

Ackerman Capital Advisors increased its Pimco California Municipal Income Fund (PCQ) stake by 19% in Q1 2026, buying an estimated $102K and bringing the position to 71,696 shares worth $615K. The position accounts for 0.13% of the portfolio, ranked #68.

Ackerman Capital Advisors first reported a position in PCQ in Q1 2023 and has held it in 11 quarters since. The position peaked at $3.01M in Q1 2023. 88 funds tracked by Wall St. Rank hold PCQ as of Q1 2026.

Ackerman Capital Advisors held 71,696 shares of Pimco California Municipal Income Fund worth $615K as of Q1 2026.
Ackerman Capital Advisors bought 11,445 Pimco California Municipal Income Fund shares in Q1 2026, an estimated $102K.
Pimco California Municipal Income Fund made up 0.13% of Ackerman Capital Advisors's portfolio in Q1 2026, its #68 holding.
Ackerman Capital Advisors first reported a position in Pimco California Municipal Income Fund in Q1 2023 and has held it in 11 quarters since.
Ackerman Capital Advisors's Pimco California Municipal Income Fund position peaked at $3.01M in Q1 2023.
88 funds tracked by Wall St. Rank held Pimco California Municipal Income Fund as of Q1 2026.

Based on Ackerman Capital Advisors's 13F filing for Q1 2026, filed 5 May 2026.