EPW
PCQ

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

Evolve Private 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 		$225K Sell
26,239
-909
-3% -$8.09K 0.01% 895
2025
Q4 		$238K Buy
+27,148
New +$239K 0.01% 814

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 $12.9B 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 $69.7B 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 $3.62B 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

Evolve Private Wealth's PCQ Position: Q1 2026 in Review

Evolve Private Wealth reduced its Pimco California Municipal Income Fund (PCQ) stake by 3.3% in Q1 2026, selling an estimated $8.09K and leaving 26,239 shares worth $225K. The position accounts for 0.01% of the portfolio, ranked #895.

Evolve Private Wealth first reported a position in PCQ in Q4 2025 and has held it in 2 quarters since. The position peaked at $238K in Q4 2025. 88 funds tracked by Wall St. Rank hold PCQ as of Q1 2026.

  • Evolve Private Wealth held 26,239 shares of Pimco California Municipal Income Fund worth $225K as of Q1 2026.
  • Evolve Private Wealth sold 909 Pimco California Municipal Income Fund shares in Q1 2026, an estimated $8.09K.
  • Pimco California Municipal Income Fund made up 0.01% of Evolve Private Wealth's portfolio in Q1 2026, its #895 holding.
  • Evolve Private Wealth first reported a position in Pimco California Municipal Income Fund in Q4 2025 and has held it in 2 quarters since.
  • Evolve Private Wealth's Pimco California Municipal Income Fund position peaked at $238K in Q4 2025.
  • 88 funds tracked by Wall St. Rank held Pimco California Municipal Income Fund as of Q1 2026.

Based on Evolve Private Wealth's 13F filing for Q1 2026, filed 16 Apr 2026.