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Pimco CA Municipal Income Fund shares owned by Core Wealth Partners

Quarter-by-quarter ownership of Pimco CA Municipal Income Fund (PCQ) shares owned by Core Wealth Partners from 13F filings

Historical chart of Core Wealth Partners investment in Pimco CA Municipal Income Fund

Tip: Access up to 7 years of quarterly data

All positions including Pimco CA Municipal Income Fund held by Core Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Pimco CA Municipal Income Fund by Core Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $325k 35k 9.36
2023-12-31 $323k 35k 9.32
2023-09-30 $289k 35k 8.34
2023-06-30 $340k 35k 9.80
2023-03-31 $350k 35k 10.08

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Top funds holding Pimco CA Municipal Income Fund

Guggenheim Capital, LLC Managers
Fiera Capital Corporation
Rivernorth Capital Management
Advisors Asset Management
Dynamic Advisors Solutions
Williams & Novak
Wells Fargo & Company
Melfa Wealth Management
Robinson Capital Management
Logan Stone Capital
Wolverine Asset Management
Hennion & Walsh Asset Management
Advisor Group Holdings
First Foundation Advisors
Landscape Capital Management

View all funds holding Pimco CA Municipal Income Fund