Sowell Financial Services LLC
Position in PCQ — Pimco California Municipal Income Fund
CIK 1633697
NORTH LITTLE ROCK, AR
Position in PCQ
as of Mar 31, 2026
· filed Apr 20, 2026
Position Value
$180,900
-$1,557 QoQ
Shares Held
21,084
+0.9% QoQ
Ownership
0.111%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 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 Mar 31, 2026Sowell Financial Services LLC holds $46,357,449 across 72 Asset Management names. PCQ ranks #46 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BTZ |
Blackrock Credit Allocation Income Trust
|
712,301 | $7,194,240 | |
| 2 | LIEN |
Chicago Atlantic BDC, Inc.
|
493,437 | $4,608,701 | |
| 3 | BN |
BROOKFIELD Corp /ON/
|
104,600 | $4,233,162 | |
| 4 | FLC |
Flaherty & Crumrine Total Return Fund Inc
|
207,722 | $3,448,185 | |
| 5 | FFC |
Flaherty & Crumrine PREFERRED & INCOME SECURITIES FUND INC
|
116,232 | $1,800,433 | |
| 6 | JQC |
Nuveen Credit Strategies Income Fund
|
364,246 | $1,773,878 | |
| 7 | BX |
Blackstone Inc.
|
13,378 | $1,538,336 | |
| 8 | UTG |
Reaves Utility Income Fund
|
39,143 | $1,537,537 |
All Filings in PCQ
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||