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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
Q2 		– Sell
-45,484
Closed -$392K – 467
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

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
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $250M AUM 26.81% 1-Year Est. Return
SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $417M AUM 22.81% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $226M AUM 6.92% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

Evoke Wealth's PCQ Position: Q2 2026 in Review

Evoke Wealth sold out of Pimco California Municipal Income Fund (PCQ) in Q2 2026, closing a stake of 45,484 shares — an estimated $392K sold.

Evoke Wealth first reported a position in PCQ in Q3 2019 and held it in 17 quarters. The position peaked at $404K in Q4 2025. 82 funds tracked by Wall St. Rank hold PCQ as of Q2 2026.

  • Evoke Wealth reported no remaining Pimco California Municipal Income Fund position as of Q2 2026 after selling out during the quarter.
  • Evoke Wealth sold 45,484 Pimco California Municipal Income Fund shares in Q2 2026, an estimated $392K.
  • Evoke Wealth first reported a position in Pimco California Municipal Income Fund in Q3 2019 and held it in 17 quarters.
  • Evoke Wealth's Pimco California Municipal Income Fund position peaked at $404K in Q4 2025.
  • 82 funds tracked by Wall St. Rank held Pimco California Municipal Income Fund as of Q2 2026.

Based on Evoke Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.