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Northwest Financial Advisors’s Pimco California Municipal Income Fund PCQ Stock Holding History

Northwest Financial 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
2025
Q4 		– Sell
-10,787
Closed -$94.1K – 86
2025
Q3 		$94.1K Hold
10,787
– – 0.12% 97
2025
Q2 		$92.7K Hold
10,787
– – 0.13% 93
2025
Q1 		$95.5K Hold
10,787
– – 0.08% 118
2024
Q4 		$97.5K Hold
10,787
– – 0.08% 112
2024
Q3 		$107K Hold
10,787
– – 0.09% 151
2024
Q2 		$102K Buy
+10,787
New +$99.9K 0.1% 89

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Guggenheim Capital
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Saba Capital Management
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
Advisors Asset Management
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $250M AUM 26.81% 1-Year Est. Return
LSC
Logan Stone Capital Chicago, Illinois $473M AUM 0.79% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $417M AUM 22.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northwest Financial Advisors's PCQ Position: Q4 2025 in Review

Northwest Financial Advisors sold out of Pimco California Municipal Income Fund (PCQ) in Q4 2025, closing a stake of 10,787 shares — an estimated $94.1K sold.

Northwest Financial Advisors first reported a position in PCQ in Q2 2024 and held it in 6 quarters. The position peaked at $107K in Q3 2024. 93 funds tracked by Wall St. Rank hold PCQ as of Q4 2025.

  • Northwest Financial Advisors reported no remaining Pimco California Municipal Income Fund position as of Q4 2025 after selling out during the quarter.
  • Northwest Financial Advisors sold 10,787 Pimco California Municipal Income Fund shares in Q4 2025, an estimated $94.1K.
  • Northwest Financial Advisors first reported a position in Pimco California Municipal Income Fund in Q2 2024 and held it in 6 quarters.
  • Northwest Financial Advisors's Pimco California Municipal Income Fund position peaked at $107K in Q3 2024.
  • 93 funds tracked by Wall St. Rank held Pimco California Municipal Income Fund as of Q4 2025.

Based on Northwest Financial Advisors's 13F filing for Q4 2025, filed 26 Jan 2026.