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

Evoke Wealth’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	$392K	Sell	45,484 -600	-1%	-$5.34K	0.01%	469
2025 Q4	$404K	Buy	46,084 +2,829	+7%	+$24.9K	0.01%	435
2025 Q3	$379K	Buy	+43,255	New	+$365K	0.01%	439
2023 Q1	–	Sell	-14,434	Closed	-$218K	–	369
2022 Q4	$218K	Sell	14,434 -4,566	-24%	-$68.5K	0.01%	326
2022 Q3	$264K	Hold	19,000	–	–	0.01%	279
2022 Q2	$294K	Hold	19,000	–	–	0.01%	268
2022 Q1	$300K	Hold	19,000	–	–	0.01%	293
2021 Q4	$354K	Hold	19,000	–	–	0.01%	282
2021 Q3	$360K	Hold	19,000	–	–	0.01%	261
2021 Q2	$363K	Hold	19,000	–	–	0.01%	276
2021 Q1	$340K	Hold	19,000	–	–	0.02%	249
2020 Q4	$343K	Hold	19,000	–	–	0.02%	183
2020 Q3	$338K	Hold	19,000	–	–	0.03%	167
2020 Q2	$305K	Hold	19,000	–	–	0.03%	152
2020 Q1	$298K	Hold	19,000	–	–	0.04%	138
2019 Q4	$379K	Hold	19,000	–	–	0.05%	145
2019 Q3	$375K	Buy	+19,000	New	+$370K	0.05%	172

Other funds holding PCQ

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.6B AUM 27.3% 1-Year Est. Return

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

Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return

Saba Capital Management New York $3.12B AUM 13% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

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