Creative Planning
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Creative Planning’s Pimco California Municipal Income Fund PCQ Stock Holding History

Creative Planning’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
Q3 		– Sell
-12,060
Closed -$104K – 3992
2025
Q2 		$104K Buy
+12,060
New +$103K ﹤0.01% 3422
2024
Q1 		– Sell
-10,609
Closed -$98.9K – 2988
2023
Q4 		$98.9K Sell
10,609
-6,141
-37% -$54.7K ﹤0.01% 2573
2023
Q3 		$140K Hold
16,750
– – ﹤0.01% 2334
2023
Q2 		$164K Sell
16,750
-3,141
-16% -$31.1K ﹤0.01% 2261
2023
Q1 		$201K Buy
+19,891
New +$214K ﹤0.01% 2128
2017
Q3 		– Sell
-4,512
Closed -$77K – 3175
2017
Q2 		$77K Buy
4,512
+1,982
+78% +$33.2K ﹤0.01% 2177
2017
Q1 		$41K Hold
2,530
– – ﹤0.01% 2626
2016
Q4 		$40K Hold
2,530
– – ﹤0.01% 2570
2016
Q3 		$42K Buy
2,530
+1,460
+136% +$25K ﹤0.01% 2506
2016
Q2 		$18K Hold
1,070
– – ﹤0.01% 2878
2016
Q1 		$18K Sell
1,070
-1,010
-49% -$16.1K ﹤0.01% 2832
2015
Q4 		$33K Buy
2,080
+1,010
+94% +$15.7K ﹤0.01% 2449
2015
Q3 		$16K Buy
+1,070
New +$15.7K ﹤0.01% 2904
2015
Q2 		– Sell
-1,070
Closed -$17K – 2443
2015
Q1 		$17K Hold
1,070
– – ﹤0.01% 2848
2014
Q4 		$17K Hold
1,070
– – ﹤0.01% 2772
2014
Q3 		$15K Hold
1,070
– – ﹤0.01% 2708
2014
Q2 		$15K Hold
1,070
– – ﹤0.01% 2665
2014
Q1 		$15K Hold
1,070
– – ﹤0.01% 2554
2013
Q4 		$14K Sell
1,070
-65,900
-98% -$865K ﹤0.01% 2391
2013
Q3 		$875K Buy
66,970
+20,000
+43% +$260K 0.02% 299
2013
Q2 		$664K Buy
+46,970
New +$706K 0.02% 332

Other funds holding PCQ

RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $250M AUM 26.81% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LSC
Logan Stone Capital Chicago, Illinois $473M AUM 0.79% 1-Year Est. Return

Creative Planning's PCQ Position: Q3 2025 in Review

Creative Planning sold out of Pimco California Municipal Income Fund (PCQ) in Q3 2025, closing a stake of 12,060 shares — an estimated $104K sold.

Creative Planning first reported a position in PCQ in Q2 2013 and held it in 21 quarters. The position peaked at $875K in Q3 2013. 88 funds tracked by Wall St. Rank hold PCQ as of Q3 2025.

  • Creative Planning reported no remaining Pimco California Municipal Income Fund position as of Q3 2025 after selling out during the quarter.
  • Creative Planning sold 12,060 Pimco California Municipal Income Fund shares in Q3 2025, an estimated $104K.
  • Creative Planning first reported a position in Pimco California Municipal Income Fund in Q2 2013 and held it in 21 quarters.
  • Creative Planning's Pimco California Municipal Income Fund position peaked at $875K in Q3 2013.
  • 88 funds tracked by Wall St. Rank held Pimco California Municipal Income Fund as of Q3 2025.

Based on Creative Planning's 13F filing for Q3 2025, filed 14 Nov 2025.