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 $2B AUM 0.66% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.6B AUM 27.3% 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 $1.66T AUM 25.57% 1-Year Est. Return
WN
Williams & Novak Westlake Village, California $150M AUM 27.43% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $223M AUM 0.62% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return