Cetera Investment Advisers
PCQ

Cetera Investment Advisers’s Pimco California Municipal Income Fund PCQ Stock Holding History

Cetera Investment Advisers’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 		$127K Sell
14,754
-18,514
-56% -$165K ﹤0.01% 4400
2025
Q4 		$290K Sell
33,268
-40,798
-55% -$359K ﹤0.01% 3932
2025
Q3 		$646K Buy
74,066
+55,069
+290% +$465K ﹤0.01% 3171
2025
Q2 		$163K Sell
18,997
-1,900
-9% -$16.2K ﹤0.01% 3775
2025
Q1 		$185K Sell
20,897
-2,700
-11% -$24.5K ﹤0.01% 3628
2024
Q4 		$213K Hold
23,597
– – ﹤0.01% 3390
2024
Q3 		$235K Sell
23,597
-500
-2% -$4.79K ﹤0.01% 3271
2024
Q2 		$227K Sell
24,097
-6,947
-22% -$64.3K ﹤0.01% 3279
2024
Q1 		$291K Buy
31,044
+3,423
+12% +$32.2K ﹤0.01% 3075
2023
Q4 		$257K Buy
27,621
+880
+3% +$7.83K ﹤0.01% 1879
2023
Q3 		$223K Sell
26,741
-950
-3% -$9.06K ﹤0.01% 1916
2023
Q2 		$271K Sell
27,691
-16,137
-37% -$160K ﹤0.01% 1811
2023
Q1 		$442K Sell
43,828
-1,930
-4% -$20.8K ﹤0.01% 1498
2022
Q4 		$690K Buy
45,758
+6
+0% +$90 0.01% 1192
2022
Q3 		$634K Hold
45,752
– – 0.01% 894
2022
Q2 		$705K Buy
45,752
+1,000
+2% +$15.2K 0.01% 925
2022
Q1 		$703K Sell
44,752
-1,596
-3% -$26.4K 0.01% 971
2021
Q4 		$861K Hold
46,348
– – 0.01% 872
2021
Q3 		$876K Sell
46,348
-4,114
-8% -$78K 0.01% 823
2021
Q2 		$961K Sell
50,462
-1,371
-3% -$25.3K 0.02% 794
2021
Q1 		$923K Sell
51,833
-121
-0.2% -$2.19K 0.02% 703
2020
Q4 		$934K Buy
51,954
+23,851
+85% +$423K 0.02% 687
2020
Q3 		$497K Sell
28,103
-570
-2% -$9.84K 0.04% 384
2020
Q2 		$459K Buy
28,673
+1
+0% +$16 0.04% 370
2020
Q1 		$448K Buy
28,672
+2,089
+8% +$37.3K 0.05% 321
2019
Q4 		$528K Sell
26,583
-400
-1% -$8.01K 0.05% 330
2019
Q3 		$532K Hold
26,983
– – 0.06% 300
2019
Q2 		$504K Buy
26,983
+600
+2% +$11.1K 0.07% 292
2019
Q1 		$474K Sell
26,383
-2,200
-8% -$37.6K 0.07% 288
2018
Q4 		$461K Buy
28,583
+1,800
+7% +$28.1K 0.08% 269
2018
Q3 		$426K Buy
26,783
+5,850
+28% +$98.8K 0.06% 297
2018
Q2 		$355K Buy
+20,933
New +$329K 0.06% 301
2018
Q1 		– Sell
-12,982
Closed -$225K – 417
2017
Q4 		$225K Sell
12,982
-1,685
-11% -$29.1K 0.04% 366
2017
Q3 		$252K Sell
14,667
-570
-4% -$9.72K 0.06% 333
2017
Q2 		$259K Buy
15,237
+815
+6% +$13.7K 0.06% 324
2017
Q1 		$235K Buy
14,422
+16
+0.1% +$258 0.06% 312
2016
Q4 		$227K Buy
+14,406
New +$225K 0.08% 284

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
GC
Guggenheim Capital Chicago, Illinois $12.6B 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 Dominion Bank Toronto, Ontario, Ontario, Canada $51.9B AUM 40.86% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return
SCM
Saba Capital Management New York $3.12B 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
AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return