Skip to main content

Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

PCQ holding history

PIMCO California Municipal Income Fund in every 13F filed by Creative Planning, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

PCQ overviewAll 13F holders of PCQFull Q2 2026 holdings

Shares (Q3 2025)
0
Sold out in Q3 2025
Value
$0
% of portfolio
0.0%
Quarters held
5
Since Q1 2023
Holdings of PCQ by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20250$00.0%−12,060−100.0%Sold outHolders
Q2 202512,060$103.6K<0.1%+12,060NewHolders
Q1 20240$00.0%−10,609−100.0%Sold outHolders
Q4 202310,609$98.9K<0.1%−6,141−36.7%ReducedHolders
Q3 202316,750$139.7K<0.1%00.0%UnchangedHolders
Q2 202316,750$164.2K<0.1%−3,141−15.8%ReducedHolders
Q1 202319,891$200.5K<0.1%+19,891NewHolders