Wealth Enhancement Advisory Services’s Pimco California Municipal Income Fund II PCK Stock Holding History

Wealth Enhancement Advisory Services’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
2025 Q3	–	Sell	-20,170	Closed	-$110K	–	3672
2025 Q2	$110K	Hold	20,170	–	–	﹤0.01%	3128
2025 Q1	$114K	Hold	20,170	–	–	﹤0.01%	2741
2024 Q4	$115K	Hold	20,170	–	–	﹤0.01%	2790
2024 Q3	$127K	Hold	20,170	–	–	﹤0.01%	2517
2024 Q2	$118K	Hold	20,170	–	–	﹤0.01%	2388
2024 Q1	$116K	Hold	20,170	–	–	﹤0.01%	2276
2023 Q4	$117K	Sell	20,170 -3,000	-13%	-$16.1K	﹤0.01%	2158
2023 Q3	$116K	Buy	+23,170	New	+$132K	﹤0.01%	2086

Other funds holding PCK

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Wealth Enhancement Advisory Services's PCK Position: Q3 2025 in Review

Wealth Enhancement Advisory Services sold out of Pimco California Municipal Income Fund II (PCK) in Q3 2025, closing a stake of 20,170 shares — an estimated $110K sold.

Wealth Enhancement Advisory Services first reported a position in PCK in Q3 2023 and held it in 8 quarters. The position peaked at $127K in Q3 2024. 1 fund tracked by Wall St. Rank holds PCK as of Q3 2025.

Wealth Enhancement Advisory Services reported no remaining Pimco California Municipal Income Fund II position as of Q3 2025 after selling out during the quarter.
Wealth Enhancement Advisory Services sold 20,170 Pimco California Municipal Income Fund II shares in Q3 2025, an estimated $110K.
Wealth Enhancement Advisory Services first reported a position in Pimco California Municipal Income Fund II in Q3 2023 and held it in 8 quarters.
Wealth Enhancement Advisory Services's Pimco California Municipal Income Fund II position peaked at $127K in Q3 2024.
1 fund tracked by Wall St. Rank held Pimco California Municipal Income Fund II as of Q3 2025.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2025, filed 29 Oct 2025.