Level Wealth Management
PCQ icon

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

Rivernorth Capital Management
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
Karpus Investment Management
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
Advisors Asset Management
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
Saba Capital Management
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
Guggenheim Capital
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Matisse Capital
Matisse Capital Portland, Oregon $250M AUM 26.81% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Logan Stone Capital
Logan Stone Capital Chicago, Illinois $473M AUM 0.79% 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.