WS
PCQ

Wedbush Securities’s Pimco California Municipal Income Fund PCQ Stock Holding History

Wedbush Securities’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 		$677K Buy
78,946
+17,576
+29% +$156K 0.02% 585
2025
Q4 		$536K Buy
61,370
+981
+2% +$8.63K 0.02% 649
2025
Q3 		$527K Buy
60,389
+24,605
+69% +$208K 0.02% 644
2025
Q2 		$307K Buy
35,784
+3,722
+12% +$31.7K 0.01% 828
2025
Q1 		$284K Buy
32,062
+3,018
+10% +$27.3K 0.01% 847
2024
Q4 		$263K Buy
29,044
+3,192
+12% +$30.9K 0.01% 884
2024
Q3 		$257K Buy
25,852
+4,011
+18% +$38.4K 0.01% 876
2024
Q2 		$206K Buy
21,841
+4,012
+23% +$37.1K 0.01% 1067
2024
Q1 		$167K Buy
17,829
+3,004
+20% +$28.2K 0.01% 1133
2023
Q4 		$138K Buy
+14,825
New +$132K 0.01% 1016
2020
Q4 		– Sell
-36,695
Closed -$650K – 953
2020
Q3 		$650K Hold
36,695
– – 0.06% 339
2020
Q2 		$587K Hold
36,695
– – 0.06% 367
2020
Q1 		$573K Sell
36,695
-2,000
-5% -$35.7K 0.07% 314
2019
Q4 		$768K Buy
38,695
+6,420
+20% +$129K 0.07% 326
2019
Q3 		$635K Hold
32,275
– – 0.06% 355
2019
Q2 		$603K Hold
32,275
– – 0.06% 361
2019
Q1 		$579K Hold
32,275
– – 0.06% 364
2018
Q4 		$521K Buy
+32,275
New +$504K 0.07% 337

Other funds holding PCQ

RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.6B AUM 27.3% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $51.9B AUM 40.86% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return
SCM
Saba Capital Management New York $3.12B AUM 13% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
LSC
Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return