Tempus Wealth Planning’s Pimco California Municipal Income Fund II PCK Stock Holding History

Tempus Wealth Planning’s Portfolio PCK Stock Details PCK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-13,577	Closed	-$78.7K	–	205
2023 Q4	$78.7K	Hold	13,577	–	–	0.03%	192
2023 Q3	$68.2K	Hold	13,577	–	–	0.03%	167
2023 Q2	$80.8K	Hold	13,577	–	–	0.04%	185
2023 Q1	$84.2K	Hold	13,577	–	–	0.04%	175
2022 Q4	$92.2K	Hold	13,577	–	–	0.06%	180
2022 Q3	$87K	Hold	13,577	–	–	0.06%	178
2022 Q2	$93K	Hold	13,577	–	–	0.08%	126
2022 Q1	$103K	Hold	13,577	–	–	0.07%	137
2021 Q4	$127K	Hold	13,577	–	–	0.07%	147
2021 Q3	$131K	Hold	13,577	–	–	0.07%	148
2021 Q2	$131K	Buy	+13,577	New	+$126K	0.09%	143

Other funds holding PCK

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

Guggenheim Capital Chicago, Illinois $12.6B AUM 27.3% 1-Year Est. Return

Fiera Capital (Canada)

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

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

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

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

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

Saba Capital Management New York $3.12B AUM 13% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return