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Whipplewood Advisors, LLC → PCQ

Whipplewood Advisors, LLC PCQ Position History

PIMCO California Municipal Income Fund • Financial Services

Quarters held
5
Latest value
$265K
Q3 2026
Peak value
$265K
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$178K
Q4 2025$178K
Q1 2026$176K
Q2 2026$192K
Q3 2026$265K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$265K34.3K——
Q2 2026$192K21.4K——
Q1 2026$176K20.5K——
Q4 2025$178K20.4K——
Q3 2025$178K20.4K——

Other funds holding PCQ

Other Whipplewood Advisors, LLC positions

NOC

JANUS DETROIT STR TR

$20.2M
NOC

JANUS DETROIT STR TR

$17.3M
NOC

JANUS DETROIT STR TR

$16.5M
NOC

Janus Detroit Street Trust

$8.4M
NOC

JANUS DETROIT STR TR

$7.8M
JPM-PM

J P MORGAN EXCHANGE TRADED F

$7.8M
JPM-PM

J P MORGAN EXCHANGE TRADED F

$6M
TSLA

TESLA INC

$4.6M