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

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Toronto Dominion Bank

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return

Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return

Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return