MWM
PCQ

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

Melfa 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
2026
Q1 		$1.72M Hold
200,176
– – 0.99% 27
2025
Q4 		$1.75M Buy
200,176
+22,500
+13% +$198K 1.01% 24
2025
Q3 		$1.55M Buy
177,676
+29,213
+20% +$247K 0.91% 27
2025
Q2 		$1.28M Hold
148,463
– – 0.81% 31
2025
Q1 		$1.31M Sell
148,463
-78
-0.1% -$706 0.89% 27
2024
Q4 		$1.34M Hold
148,541
– – 0.9% 26
2024
Q3 		$1.48M Sell
148,541
-106
-0.1% -$1.02K 0.98% 25
2024
Q2 		$1.4M Sell
148,647
-1,643
-1% -$15.2K 0.98% 25
2024
Q1 		$1.41M Sell
150,290
-8,939
-6% -$84K 1.02% 25
2023
Q4 		$1.48M Buy
159,229
+20,811
+15% +$185K 1.4% 17
2023
Q3 		$1.15M Buy
138,418
+83,690
+153% +$798K 1.25% 21
2023
Q2 		$536K Buy
54,728
+39,830
+267% +$394K 0.54% 51
2023
Q1 		$150K Buy
+14,898
New +$160K 0.15% 117

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 $12.6B 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 $51.9B 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 $3.12B 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