Wealth Enhancement Advisory Services
PCQ

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

Wealth Enhancement Advisory Services’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
Q2 		– Sell
-24,132
Closed -$207K – 4207
2026
Q1 		$207K Sell
24,132
-5,112
-17% -$45.5K ﹤0.01% 3109
2025
Q4 		$258K Hold
29,244
– – ﹤0.01% 3056
2025
Q3 		$256K Buy
29,244
+17,244
+144% +$146K ﹤0.01% 2921
2025
Q2 		$104K Buy
+12,000
New +$102K ﹤0.01% 3132
2024
Q4 		– Sell
-11,000
Closed -$110K – 3075
2024
Q3 		$110K Sell
11,000
-12,000
-52% -$115K ﹤0.01% 2542
2024
Q2 		$217K Buy
23,000
+2,500
+12% +$23.1K ﹤0.01% 2230
2024
Q1 		$192K Hold
20,500
– – ﹤0.01% 2212
2023
Q4 		$191K Sell
20,500
-2,000
-9% -$17.8K ﹤0.01% 2099
2023
Q3 		$188K Buy
+22,500
New +$215K ﹤0.01% 2019

Other funds holding PCQ

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
WN
Williams & Novak Westlake Village, California $151M AUM 27.43% 1-Year Est. Return
PFM
Professional Financial Management Appleton, Wisconsin $98.6M AUM
CWP
Core Wealth Partners Santa Rosa, California $235M AUM 25.23% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return
FIA
FNY Investment Advisers New York $278M AUM 98.95% 1-Year Est. Return

Wealth Enhancement Advisory Services's PCQ Position: Q2 2026 in Review

Wealth Enhancement Advisory Services sold out of Pimco California Municipal Income Fund (PCQ) in Q2 2026, closing a stake of 24,132 shares — an estimated $207K sold.

Wealth Enhancement Advisory Services first reported a position in PCQ in Q3 2023 and held it in 9 quarters. The position peaked at $258K in Q4 2025. 8 funds tracked by Wall St. Rank hold PCQ as of Q2 2026.

  • Wealth Enhancement Advisory Services reported no remaining Pimco California Municipal Income Fund position as of Q2 2026 after selling out during the quarter.
  • Wealth Enhancement Advisory Services sold 24,132 Pimco California Municipal Income Fund shares in Q2 2026, an estimated $207K.
  • Wealth Enhancement Advisory Services first reported a position in Pimco California Municipal Income Fund in Q3 2023 and held it in 9 quarters.
  • Wealth Enhancement Advisory Services's Pimco California Municipal Income Fund position peaked at $258K in Q4 2025.
  • 8 funds tracked by Wall St. Rank held Pimco California Municipal Income Fund as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.