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U.S. Capital Wealth Advisors’s Pimco California Municipal Income Fund PCQ Stock Holding History

U.S. Capital Wealth 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
2023
Q1 		– Sell
-3,527
Closed -$53.2K – 1260
2022
Q4 		$53.2K Buy
+3,527
New +$52.9K ﹤0.01% 869

Other funds holding PCQ

Morgan Stanley
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RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
ACA
Ackerman Capital Advisors Dallas, Texas $497M AUM 16.31% 1-Year Est. Return
RCG
Regatta Capital Group El Segundo, California $744M AUM 21.27% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $226M AUM 6.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SG
StoneX Group New York $2.48B AUM 33.54% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.65% 1-Year Est. Return

U.S. Capital Wealth Advisors's PCQ Position: Q1 2023 in Review

U.S. Capital Wealth Advisors sold out of Pimco California Municipal Income Fund (PCQ) in Q1 2023, closing a stake of 3,527 shares — an estimated $53.2K sold.

U.S. Capital Wealth Advisors first reported a position in PCQ in Q4 2022 and held it in 1 quarter. The position peaked at $53.2K in Q4 2022. 36 funds tracked by Wall St. Rank hold PCQ as of Q1 2023.

  • U.S. Capital Wealth Advisors reported no remaining Pimco California Municipal Income Fund position as of Q1 2023 after selling out during the quarter.
  • U.S. Capital Wealth Advisors sold 3,527 Pimco California Municipal Income Fund shares in Q1 2023, an estimated $53.2K.
  • U.S. Capital Wealth Advisors first reported a position in Pimco California Municipal Income Fund in Q4 2022 and held it in 1 quarter.
  • U.S. Capital Wealth Advisors's Pimco California Municipal Income Fund position peaked at $53.2K in Q4 2022.
  • 36 funds tracked by Wall St. Rank held Pimco California Municipal Income Fund as of Q1 2023.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2023, filed 11 May 2023.