Creative Planning - PIMCO CA MUNICIPAL INCOME FD ownership

PIMCO CA MUNICIPAL INCOME FD's ticker is PCQ and the CUSIP is 72200N106. A total of 44 filers reported holding PIMCO CA MUNICIPAL INCOME FD in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Creative Planning ownership history of PIMCO CA MUNICIPAL INCOME FD
ValueSharesWeighting
Q3 2023$139,695
-14.9%
16,7500.0%0.00%
Q2 2023$164,150
-18.1%
16,750
-15.8%
0.00%
Q1 2023$200,501
+160.4%
19,891
+340.8%
0.00%
Q2 2017$77,000
+87.8%
4,512
+78.3%
0.00%
Q1 2017$41,000
+2.5%
2,5300.0%0.00%
Q4 2016$40,000
-4.8%
2,5300.0%0.00%
Q3 2016$42,000
+133.3%
2,530
+136.4%
0.00%
Q2 2016$18,0000.0%1,0700.0%0.00%
Q1 2016$18,000
-45.5%
1,070
-48.6%
0.00%
Q4 2015$33,000
+106.2%
2,080
+94.4%
0.00%
Q3 2015$16,000
-5.9%
1,0700.0%0.00%
Q1 2015$17,0000.0%1,0700.0%0.00%
Q4 2014$17,000
+13.3%
1,0700.0%0.00%
Q3 2014$15,0000.0%1,0700.0%0.00%
Q2 2014$15,0000.0%1,0700.0%0.00%
Q1 2014$15,000
+7.1%
1,0700.0%0.00%
Q4 2013$14,000
-98.4%
1,070
-98.4%
0.00%
-100.0%
Q3 2013$875,000
+31.8%
66,970
+42.6%
0.02%
+13.3%
Q2 2013$664,00046,9700.02%
Other shareholders
PIMCO CA MUNICIPAL INCOME FD shareholders Q3 2023
NameSharesValueWeighting ↓
Beta Wealth Group, Inc. 100,483$1,807,0001.55%
DAVIDSON TRUST CO 37,440$673,0000.58%
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 24,145$434,0000.20%
Mechanics Bank Trust Department 54,950$988,0000.18%
BAKER TILLY WEALTH MANAGEMENT, LLC 24,946$449,0000.14%
Safeguard Investment Advisory Group, LLC 5,464$98,0000.09%
HCR Wealth Advisors 21,300$383,0000.08%
EVOKE WEALTH, LLC 19,000$343,0000.02%
Cetera Investment Advisers 51,954$934,0000.02%
LIBERTY WEALTH MANAGEMENT LLC 1,600$29,0000.01%
View complete list of PIMCO CA MUNICIPAL INCOME FD shareholders