JWCA
PCQ

J.W. Cole Advisors’s Pimco California Municipal Income Fund PCQ Stock Holding History

J.W. Cole 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 		$112K Buy
+12,524
New +$110K ﹤0.01% 1546
2026
Q1 		– Sell
-12,524
Closed -$109K – 1275
2025
Q4 		$109K Hold
12,524
– – ﹤0.01% 1373
2025
Q3 		$109K Buy
+12,524
New +$106K ﹤0.01% 1489
2020
Q4 		– Sell
-14,447
Closed -$256K – 813
2020
Q3 		$256K Buy
+14,447
New +$249K 0.02% 594

Other funds holding PCQ

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
WN
Williams & Novak Westlake Village, California $151M AUM 27.43% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.66B AUM 59.71% 1-Year Est. Return
PFM
Professional Financial Management Appleton, Wisconsin $98.6M AUM
MWM
Melfa Wealth Management Westborough, Massachusetts $185M AUM 17.73% 1-Year Est. Return
CWP
Core Wealth Partners Santa Rosa, California $235M AUM 25.23% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
CEFA
Closed-End Fund Advisors Richmond, Virginia $102M AUM
WS
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return
RC
Rareview Capital Las Vegas, Nevada $179M AUM 11.14% 1-Year Est. Return

J.W. Cole Advisors's PCQ Position: Q2 2026 in Review

J.W. Cole Advisors opened a new position in Pimco California Municipal Income Fund (PCQ) in Q2 2026: 12,524 shares worth $112K. The stake represents ﹤0.01% of the portfolio and ranks #1546 among its holdings. This is a return to the name: J.W. Cole Advisors previously reported a position in PCQ as recently as Q4 2025.

J.W. Cole Advisors first reported a position in PCQ in Q3 2020 and has held it in 4 quarters since. The position peaked at $256K in Q3 2020. 28 funds tracked by Wall St. Rank hold PCQ as of Q2 2026.

  • J.W. Cole Advisors held 12,524 shares of Pimco California Municipal Income Fund worth $112K as of Q2 2026.
  • Pimco California Municipal Income Fund was a new J.W. Cole Advisors position in Q2 2026.
  • Pimco California Municipal Income Fund made up ﹤0.01% of J.W. Cole Advisors's portfolio in Q2 2026, its #1546 holding.
  • J.W. Cole Advisors first reported a position in Pimco California Municipal Income Fund in Q3 2020 and has held it in 4 quarters since.
  • J.W. Cole Advisors's Pimco California Municipal Income Fund position peaked at $256K in Q3 2020.
  • 28 funds tracked by Wall St. Rank held Pimco California Municipal Income Fund as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.