LWM
PCQ

Level Wealth Management’s Pimco California Municipal Income Fund PCQ Stock Holding History

Level Wealth Management’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
2025
Q3 		– Sell
-38,713
Closed -$333K – 62
2025
Q2 		$333K Buy
+38,713
New +$330K 0.19% 48

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
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 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
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LSC
Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return

Level Wealth Management's PCQ Position: Q3 2025 in Review

Level Wealth Management sold out of Pimco California Municipal Income Fund (PCQ) in Q3 2025, closing a stake of 38,713 shares — an estimated $333K sold.

Level Wealth Management first reported a position in PCQ in Q2 2025 and held it in 1 quarter. The position peaked at $333K in Q2 2025. 88 funds tracked by Wall St. Rank hold PCQ as of Q3 2025.

  • Level Wealth Management reported no remaining Pimco California Municipal Income Fund position as of Q3 2025 after selling out during the quarter.
  • Level Wealth Management sold 38,713 Pimco California Municipal Income Fund shares in Q3 2025, an estimated $333K.
  • Level Wealth Management first reported a position in Pimco California Municipal Income Fund in Q2 2025 and held it in 1 quarter.
  • Level Wealth Management's Pimco California Municipal Income Fund position peaked at $333K in Q2 2025.
  • 88 funds tracked by Wall St. Rank held Pimco California Municipal Income Fund as of Q3 2025.

Based on Level Wealth Management's 13F filing for Q3 2025, filed 23 Oct 2025.