SWM
PCQ

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

Spire 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 		– Sell
-2,415
Closed -$21.1K – 2370
2025
Q4 		$21.1K Hold
2,415
– – ﹤0.01% 1468
2025
Q3 		$21.1K Buy
+2,415
New +$20.4K ﹤0.01% 1515
2022
Q1 		– Sell
-1,322
Closed -$25K – 2781
2021
Q4 		$25K Buy
+1,322
New +$25.2K ﹤0.01% 2040
2021
Q2 		– Sell
-1,322
Closed -$24K – 2869
2021
Q1 		$24K Buy
+1,322
New +$23.9K ﹤0.01% 2079

Other funds holding PCQ

RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $250M AUM 26.81% 1-Year Est. Return
SCM
Saba Capital Management New York $3.9B AUM 12.9% 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 $473M AUM 0.79% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $417M AUM 22.81% 1-Year Est. Return

Spire Wealth Management's PCQ Position: Q1 2026 in Review

Spire Wealth Management sold out of Pimco California Municipal Income Fund (PCQ) in Q1 2026, closing a stake of 2,415 shares — an estimated $21.1K sold.

Spire Wealth Management first reported a position in PCQ in Q1 2021 and held it in 4 quarters. The position peaked at $25K in Q4 2021. 88 funds tracked by Wall St. Rank hold PCQ as of Q1 2026.

  • Spire Wealth Management reported no remaining Pimco California Municipal Income Fund position as of Q1 2026 after selling out during the quarter.
  • Spire Wealth Management sold 2,415 Pimco California Municipal Income Fund shares in Q1 2026, an estimated $21.1K.
  • Spire Wealth Management first reported a position in Pimco California Municipal Income Fund in Q1 2021 and held it in 4 quarters.
  • Spire Wealth Management's Pimco California Municipal Income Fund position peaked at $25K in Q4 2021.
  • 88 funds tracked by Wall St. Rank held Pimco California Municipal Income Fund as of Q1 2026.

Based on Spire Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.