AWS
PCQ

Atria Wealth Solutions’s Pimco California Municipal Income Fund PCQ Stock Holding History

Atria Wealth Solutions’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
2025
Q2 		– Sell
-14,110
Closed -$125K – 1783
2025
Q1 		$125K Buy
14,110
+760
+6% +$6.88K ﹤0.01% 1782
2024
Q4 		$121K Sell
13,350
-1,569
-11% -$15.2K ﹤0.01% 1889
2024
Q3 		$149K Buy
14,919
+1,000
+7% +$9.59K ﹤0.01% 1827
2024
Q2 		$132K Hold
13,919
– – ﹤0.01% 1830
2024
Q1 		$131K Sell
13,919
-16
-0.1% -$150 ﹤0.01% 1870
2023
Q4 		$130K Sell
13,935
-15
-0.1% -$134 ﹤0.01% 1833
2023
Q3 		$117K Sell
13,950
-2,100
-13% -$20K ﹤0.01% 1767
2023
Q2 		$158K Hold
16,050
– – ﹤0.01% 1745
2023
Q1 		$162K Sell
16,050
-34,695
-68% -$373K ﹤0.01% 1709
2022
Q4 		$778K Sell
50,745
-1,000
-2% -$15K 0.01% 874
2022
Q3 		$720K Buy
+51,745
New +$777K 0.01% 846

Other funds holding PCQ

RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
WN
Williams & Novak Westlake Village, California $151M AUM 27.43% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $417M AUM 22.81% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $226M AUM 6.92% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $250M AUM 26.81% 1-Year Est. Return

Atria Wealth Solutions's PCQ Position: Q2 2025 in Review

Atria Wealth Solutions sold out of Pimco California Municipal Income Fund (PCQ) in Q2 2025, closing a stake of 14,110 shares — an estimated $125K sold.

Atria Wealth Solutions first reported a position in PCQ in Q3 2022 and held it in 11 quarters. The position peaked at $778K in Q4 2022. 50 funds tracked by Wall St. Rank hold PCQ as of Q2 2025.

  • Atria Wealth Solutions reported no remaining Pimco California Municipal Income Fund position as of Q2 2025 after selling out during the quarter.
  • Atria Wealth Solutions sold 14,110 Pimco California Municipal Income Fund shares in Q2 2025, an estimated $125K.
  • Atria Wealth Solutions first reported a position in Pimco California Municipal Income Fund in Q3 2022 and held it in 11 quarters.
  • Atria Wealth Solutions's Pimco California Municipal Income Fund position peaked at $778K in Q4 2022.
  • 50 funds tracked by Wall St. Rank held Pimco California Municipal Income Fund as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.