JSW
PCQ

Journey Strategic Wealth’s Pimco California Municipal Income Fund PCQ Stock Holding History

Journey Strategic 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 		$146K Hold
17,000
– – ﹤0.01% 794
2025
Q4 		$148K Buy
+17,000
New +$150K ﹤0.01% 737

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

Journey Strategic Wealth's PCQ Position: Q1 2026 in Review

Journey Strategic Wealth held its Pimco California Municipal Income Fund (PCQ) position steady in Q1 2026 at 17,000 shares worth $146K. The position accounts for ﹤0.01% of the portfolio, ranked #794.

Journey Strategic Wealth first reported a position in PCQ in Q4 2025 and has held it in 2 quarters since. The position peaked at $148K in Q4 2025. 88 funds tracked by Wall St. Rank hold PCQ as of Q1 2026.

  • Journey Strategic Wealth held 17,000 shares of Pimco California Municipal Income Fund worth $146K as of Q1 2026.
  • Journey Strategic Wealth left its Pimco California Municipal Income Fund share count unchanged in Q1 2026.
  • Pimco California Municipal Income Fund made up ﹤0.01% of Journey Strategic Wealth's portfolio in Q1 2026, its #794 holding.
  • Journey Strategic Wealth first reported a position in Pimco California Municipal Income Fund in Q4 2025 and has held it in 2 quarters since.
  • Journey Strategic Wealth's Pimco California Municipal Income Fund position peaked at $148K in Q4 2025.
  • 88 funds tracked by Wall St. Rank held Pimco California Municipal Income Fund as of Q1 2026.

Based on Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.