Carson Wealth (CWM LLC)’s Pimco California Municipal Income Fund PCQ Stock Holding History

Carson Wealth (CWM LLC)’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	$30K	Buy	3,500 +1,500	+75%	+$13.3K	﹤0.01%	4166
2025 Q4	$17K	Hold	2,000	–	–	﹤0.01%	4268
2025 Q3	$17K	Hold	2,000	–	–	﹤0.01%	4224
2025 Q2	$17K	Hold	2,000	–	–	﹤0.01%	4010
2025 Q1	$18K	Hold	2,000	–	–	﹤0.01%	3763
2024 Q4	$18K	Hold	2,000	–	–	﹤0.01%	3521
2024 Q3	$20K	Hold	2,000	–	–	﹤0.01%	3360
2024 Q2	$19K	Hold	2,000	–	–	﹤0.01%	3153
2024 Q1	$19K	Hold	2,000	–	–	﹤0.01%	2949
2023 Q4	$19K	Hold	2,000	–	–	﹤0.01%	2808
2023 Q3	$17K	Hold	2,000	–	–	﹤0.01%	2797
2023 Q2	$20K	Hold	2,000	–	–	﹤0.01%	2641
2023 Q1	$20K	Hold	2,000	–	–	﹤0.01%	2521
2022 Q4	$30K	Hold	2,000	–	–	﹤0.01%	2085
2022 Q3	$28K	Hold	2,000	–	–	﹤0.01%	2010
2022 Q2	$31K	Hold	2,000	–	–	﹤0.01%	1868
2022 Q1	$31K	Hold	2,000	–	–	﹤0.01%	1825
2021 Q4	$37K	Buy	+2,000	New	+$38.2K	﹤0.01%	1699
2021 Q2	$38K	Hold	2,000	–	–	﹤0.01%	1521
2021 Q1	$38K	Hold	2,000	–	–	﹤0.01%	1521
2020 Q4	$38K	Hold	2,000	–	–	﹤0.01%	1521
2020 Q3	$38K	Hold	2,000	–	–	﹤0.01%	1521
2020 Q2	$38K	Hold	2,000	–	–	﹤0.01%	1519
2020 Q1	$38K	Hold	2,000	–	–	﹤0.01%	1519
2019 Q4	$38K	Hold	2,000	–	–	﹤0.01%	1519
2019 Q3	$38K	Hold	2,000	–	–	﹤0.01%	1519
2019 Q2	$38K	Hold	2,000	–	–	﹤0.01%	1519
2019 Q1	$38K	Buy	+2,000	New	+$34.2K	﹤0.01%	1519

Other funds holding PCQ

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.79% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return

Matisse Capital Portland, Oregon $250M AUM 26.81% 1-Year Est. Return

SCM

Saba Capital Management New York $3.62B AUM 12.96% 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

Carson Wealth (CWM LLC)'s PCQ Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Pimco California Municipal Income Fund (PCQ) stake by 75% in Q1 2026, buying an estimated $13.3K and bringing the position to 3,500 shares worth $30K. The position accounts for ﹤0.01% of the portfolio, ranked #4166.

Carson Wealth (CWM LLC) first reported a position in PCQ in Q1 2019 and has held it in 28 quarters since. The position peaked at $38K in Q2 2021. 88 funds tracked by Wall St. Rank hold PCQ as of Q1 2026.

Carson Wealth (CWM LLC) held 3,500 shares of Pimco California Municipal Income Fund worth $30K as of Q1 2026.
Carson Wealth (CWM LLC) bought 1,500 Pimco California Municipal Income Fund shares in Q1 2026, an estimated $13.3K.
Pimco California Municipal Income Fund made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4166 holding.
Carson Wealth (CWM LLC) first reported a position in Pimco California Municipal Income Fund in Q1 2019 and has held it in 28 quarters since.
Carson Wealth (CWM LLC)'s Pimco California Municipal Income Fund position peaked at $38K in Q2 2021.
88 funds tracked by Wall St. Rank held Pimco California Municipal Income Fund as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.