Skip to content
Disclosery

XPCQX PIMCO CALIF MUN INCOME FD

Follow

COM (fund)

49 managers (49 13F filers) reported a position in XPCQX shares at 2025-03-31, 4,241,482 shares in all. 7 filers opened a position and 5 filers sold out during the quarter.

Managers
49
13F filers
49
New
7
Added
16
Reduced
13
Sold out
5
Shares held by filers
4,241,482

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
RIVERNORTH CAPITAL MANAGEMENT, LLC759,403$6.72M0.36%+133,17213F-HRTimeline
Advisors Asset Management, Inc.555,038$4.91M0.09%+27,76313F-HR/ATimeline
MORGAN STANLEYin group MORGAN STANLEY350,167$3.1M<0.01%+5,80213F-HRTimelineGroup
Hennion & Walsh Asset Management, Inc.327,724$2.9M0.13%+44,18313F-HRTimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC313,814$2.78M0.03%-47,81313F-HRTimelineGroup
Williams & Novak Wealth Management, LLC207,255$1.85M1.82%-5,00013F-HRTimeline
Almitas Capital LLC204,489$1.81M0.6%new13F-HRTimeline
Fiera Capital Corpin group Fiera Capital Corp199,609$1.77M0.01%-14,92513F-HRTimelineGroup
Logan Stone Capital, LLC192,372$1.7M0.79%+76,42113F-HRTimeline
MELFA WEALTH MANAGEMENT, INC.148,463$1.31M0.89%-7813F-HRTimeline
LPL Financial LLC91,415$809K<0.01%-8,09813F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp74,968$663K<0.01%+21,27713F-HRTimelineGroup
Matisse Capital73,452$650K0.34%+1,74713F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS59,311$525K0.02%-13,63813F-HRTimelineGroup
Cambridge Investment Research Advisors,…47,858$424K<0.01%-3,74713F-HRTimeline
READYSTATE ASSET MANAGEMENT LP43,153$382K0.02%+7,59113F-HRTimeline
AQR Arbitrage LLCin group AQR CAPITAL MANAGEMENT LLC40,860$362K0.01%new13F-HRTimelineGroup
WOLVERINE ASSET MANAGEMENT LLCin group WOLVERINE ASSET MANAGEMENT LLC36,757$325K0.01%+31,64113F-HRTimelineGroup
PFG Investments, LLC36,644$324K0.02%-5,98313F-HRTimeline
Core Wealth Partners LLC34,695$307K0.18%013F-HRTimeline
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.in group LANDSCAPE CAPITAL MANAGEMENT,…33,783$299K0.03%new13F-HRTimelineGroup
WEDBUSH SECURITIES INC32,062$284K0.01%+3,01813F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.30,116$267K<0.01%+40613F-HRTimelineGroup
UBS Group AGin group UBS Group AG27,622$244K<0.01%+29813F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/27,579$244K<0.01%+23,77513F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…27,000$239K<0.01%013F-HRTimelineGroup
DAVIDSON TRUST CO26,140$231K0.11%-11,30013F-HRTimeline
TOWNSQUARE CAPITAL LLC24,946$221K<0.01%013F-HRTimeline
NORDEN GROUP LLC24,946$221K0.03%013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC24,681$218K<0.01%-3,30413F-HRTimelineGroup
Integrated Wealth Concepts LLC22,067$195K<0.01%+2813F-HRTimeline
Cetera Investment Advisers20,897$185K<0.01%-2,70013F-HRTimeline
Saba Capital Management, L.P.in group Saba Capital Management, L.P.16,727$148K<0.01%+10013F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/15,659$139K<0.01%013F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN14,824$131K<0.01%-1,91613F-HRTimelineGroup
Atria Wealth Solutions, Inc.14,110$125K<0.01%+76013F-HRTimeline
Ackerman Capital Advisors, LLC13,750$122K0.03%new13F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…11,954$106K<0.01%new13F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA11,872$105K<0.01%013F-HR/ATimelineGroup
Northwest Financial Advisors10,787$95.5K0.08%013F-HRTimeline
MAI Capital Management5,100$45.1K<0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC2,000$18K<0.01%013F-HRTimelineGroup
HOLLENCREST CAPITAL MANAGEMENT1,630$14.4K<0.01%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC1,505$13K<0.01%-1,90413F-HRTimelineGroup
Farther Finance Advisors, LLC1,114$9.97K<0.01%new13F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC910$8.05K<0.01%013F-HRTimeline
FNY Investment Advisers, LLC200$1K<0.01%013F-HRTimeline
COMERICA BANK54$478<0.01%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.