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Pimco CA Municipal Income Fund shares owned by Williams & Novak

Quarter-by-quarter ownership of Pimco CA Municipal Income Fund (PCQ) shares owned by Williams & Novak from 13F filings

Historical chart of Williams & Novak 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 Williams & Novak 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 Williams & Novak

Quarter filed Position value Share count Share price at filing
2024-12-31 $1.9M 212k 9.04
2024-09-30 $2.1M 215k 9.96
2024-06-30 $2.0M 215k 9.42
2024-03-31 $2.0M 215k 9.32
2023-12-31 $2.0M 215k 9.32

More positions owned by Williams & Novak

Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Pimco Equity Ser Rafi Dyn Ml Us (MFUS)
Fidelity Covington Trust Enhanced Large (FELC)
Sypris Solutions (SYPR)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple (AAPL)
Ishares Tr Calif Mun Bd Etf (CMF)
Ishares Tr Core Msci Total (IXUS)
Ishares Silver Tr Ishares (SLV)
Pimco Equity Ser Rafi Dyn Emerg (MFEM)
Ishares Tr Core Div Grwth (DGRO)
Pimco CA Municipal Income Fund (PCQ)
Ishares Tr Core Msci Eafe (IEFA)
Pimco Etf Tr Multisector Bd (PYLD)
Ishares Tr International Sl (ISCF)

View all positions for Williams & Novak

Top funds holding Pimco CA Municipal Income Fund

Rivernorth Capital Management
Advisors Asset Management
Guggenheim Capital, LLC Managers
Morgan Stanley
Hennion & Walsh Asset Management
Fiera Capital Corporation
Williams & Novak
Melfa Wealth Management
Logan Stone Capital
LPL Financial
First Foundation Advisors
Deschutes Portfolio Strategy
Bank of New York Mellon
Cambridge Investment Research Advisors
PFG Investments

View all funds holding Pimco CA Municipal Income Fund