Sowell Financial Services LLC
Position in PCQ — Pimco California Municipal Income Fund
CIK 1633697
NORTH LITTLE ROCK, AR
Position in PCQ
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$178,691
-$2,209 QoQ
Shares Held
19,921
-5.5% QoQ
Ownership
0.105%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#60
of 82 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PCQ Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Sowell Financial Services LLC holds $47,562,599 across 64 Asset Management names. PCQ ranks #47 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BTZ |
Blackrock Credit Allocation Income Trust
|
761,468 | $7,782,202 | |
| 2 | BN |
BROOKFIELD Corp /ON/
|
122,009 | $5,196,363 | |
| 3 | LIEN |
Chicago Atlantic BDC, Inc.
|
511,387 | $4,996,250 | |
| 4 | FLC |
Flaherty & Crumrine Total Return Fund Inc
|
204,611 | $3,457,925 | |
| 5 | FFC |
Flaherty & Crumrine PREFERRED & INCOME SECURITIES FUND INC
|
112,147 | $1,825,753 | |
| 6 | JQC |
Nuveen Credit Strategies Income Fund
|
321,246 | $1,561,255 | |
| 7 | BX |
Blackstone Inc.
|
12,954 | $1,524,297 | |
| 8 | ERC |
Allspring Multi-Sector Income Fund
|
147,782 | $1,361,072 |
All Filings in PCQ
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $178,691 | 19,921 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $180,900 | 21,084 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $182,457 | 20,900 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $258,861 | 29,686 | Shares | Sole | 2025-10-17 | |
| No filing history on record for this holder in this stock. | ||||||