HighTower Advisors’s Pimco California Municipal Income Fund PCQ Stock Holding History

HighTower Advisors’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	$247K	Buy	27,574 +17,008	+161%	+$149K	﹤0.01%	3370
2026 Q1	$90.6K	Buy	10,566 +9	+0.1%	+$80	﹤0.01%	3653
2025 Q4	$92.2K	Buy	10,557 +9	+0.1%	+$79	﹤0.01%	3518
2025 Q3	$92K	Buy	+10,548	New	+$89K	﹤0.01%	3552
2025 Q1	–	Sell	-10,235	Closed	-$92.5K	–	3968
2024 Q4	$92.5K	Buy	10,235 +4	+0%	+$39	﹤0.01%	3388
2024 Q3	$102K	Sell	10,231 -364	-3%	-$3.49K	﹤0.01%	3310
2024 Q2	$99K	Sell	10,595 -353	-3%	-$3.27K	﹤0.01%	3208
2024 Q1	$101K	Buy	10,948 +8	+0.1%	+$75	﹤0.01%	3148
2023 Q4	$102K	Hold	10,940	–	–	﹤0.01%	3191
2023 Q3	$91K	Sell	10,940 -4,000	-27%	-$38.1K	﹤0.01%	3118
2023 Q2	$147K	Hold	14,940	–	–	﹤0.01%	2972
2023 Q1	$150K	Hold	14,940	–	–	﹤0.01%	2843
2022 Q4	$225K	Hold	14,940	–	–	﹤0.01%	2680
2022 Q3	$207K	Buy	14,940 +4,000	+37%	+$60.1K	﹤0.01%	2585
2022 Q2	$169K	Hold	10,940	–	–	﹤0.01%	2674
2022 Q1	$172K	Hold	10,940	–	–	﹤0.01%	2879
2021 Q4	$203K	Hold	10,940	–	–	﹤0.01%	2768
2021 Q3	$206K	Hold	10,940	–	–	﹤0.01%	2690
2021 Q2	$209K	Hold	10,940	–	–	﹤0.01%	2637
2021 Q1	$195K	Hold	10,940	–	–	﹤0.01%	2615
2020 Q4	$196K	Hold	10,940	–	–	﹤0.01%	2208
2020 Q3	$194K	Hold	10,940	–	–	﹤0.01%	2101
2020 Q2	$175K	Hold	10,940	–	–	﹤0.01%	2022
2020 Q1	$171K	Hold	10,940	–	–	﹤0.01%	1831
2019 Q4	$217K	Hold	10,940	–	–	﹤0.01%	1926
2019 Q3	$215K	Hold	10,940	–	–	﹤0.01%	2021
2019 Q2	$204K	Hold	10,940	–	–	﹤0.01%	2053
2019 Q1	$196K	Hold	10,940	–	–	﹤0.01%	1965
2018 Q4	$176K	Hold	10,940	–	–	﹤0.01%	1877
2018 Q3	$174K	Hold	10,940	–	–	﹤0.01%	1980
2018 Q2	$185K	Hold	10,940	–	–	﹤0.01%	1919
2018 Q1	$161K	Buy	+10,940	New	+$172K	﹤0.01%	1915

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

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return

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

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

HighTower Advisors's PCQ Position: Q2 2026 in Review

HighTower Advisors increased its Pimco California Municipal Income Fund (PCQ) stake by 161% in Q2 2026, buying an estimated $149K and bringing the position to 27,574 shares worth $247K. The position accounts for ﹤0.01% of the portfolio, ranked #3370.

HighTower Advisors first reported a position in PCQ in Q1 2018 and has held it in 32 quarters since. 82 funds tracked by Wall St. Rank hold PCQ as of Q2 2026.

HighTower Advisors held 27,574 shares of Pimco California Municipal Income Fund worth $247K as of Q2 2026.
HighTower Advisors bought 17,008 Pimco California Municipal Income Fund shares in Q2 2026, an estimated $149K.
Pimco California Municipal Income Fund made up ﹤0.01% of HighTower Advisors's portfolio in Q2 2026, its #3370 holding.
HighTower Advisors first reported a position in Pimco California Municipal Income Fund in Q1 2018 and has held it in 32 quarters since.
82 funds tracked by Wall St. Rank held Pimco California Municipal Income Fund as of Q2 2026.

Based on HighTower Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.