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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
Q2 		$200K Sell
22,237
-4,002
-15% -$35.1K 0.01% 950
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 $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 $3.5B AUM 41.95% 1-Year Est. Return

Evolve Private Wealth's PCQ Position: Q2 2026 in Review

Evolve Private Wealth reduced its Pimco California Municipal Income Fund (PCQ) stake by 15% in Q2 2026, selling an estimated $35.1K and leaving 22,237 shares worth $200K. The position accounts for 0.01% of the portfolio, ranked #950.

Evolve Private Wealth first reported a position in PCQ in Q4 2025 and has held it in 3 quarters since. The position peaked at $238K in Q4 2025. 82 funds tracked by Wall St. Rank hold PCQ as of Q2 2026.

  • Evolve Private Wealth held 22,237 shares of Pimco California Municipal Income Fund worth $200K as of Q2 2026.
  • Evolve Private Wealth sold 4,002 Pimco California Municipal Income Fund shares in Q2 2026, an estimated $35.1K.
  • Pimco California Municipal Income Fund made up 0.01% of Evolve Private Wealth's portfolio in Q2 2026, its #950 holding.
  • Evolve Private Wealth first reported a position in Pimco California Municipal Income Fund in Q4 2025 and has held it in 3 quarters since.
  • Evolve Private Wealth's Pimco California Municipal Income Fund position peaked at $238K in Q4 2025.
  • 82 funds tracked by Wall St. Rank held Pimco California Municipal Income Fund as of Q2 2026.

Based on Evolve Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.