Ackerman Capital Advisors, LLC
Position in PCQ — Pimco California Municipal Income Fund
CIK 1699506
DALLAS, TX
Position in PCQ
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$446,122
-$169,029 QoQ
Shares Held
49,735
-30.6% QoQ
Ownership
0.262%
of shares outstanding
% of Portfolio
0.95%
of 13F equity value
Holder Rank
#45
of 82 holders
Holding Since
Mar 2023
12 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PCQ Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Ackerman Capital Advisors, LLC holds $10,409,186 across 23 Asset Management names. PCQ ranks #12 (4.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NUV |
Nuveen Municipal Value Fund Inc
|
91,959 | $847,861 | |
| 2 | MMU |
Western Asset Managed Municipals Fund Inc.
|
75,138 | $782,937 | |
| 3 | MMD |
NYLI MacKay DefinedTerm Muni Opportunities Fund
|
46,364 | $718,642 | |
| 4 | DMB |
BNY Mellon Municipal Bond Infrastructure Fund, Inc.
|
62,077 | $685,330 | |
| 5 | MHD |
Blackrock Muniholdings Fund, Inc.
|
51,444 | $612,183 | |
| 6 | NUW |
Nuveen AMT-Free Municipal Value Fund
|
42,353 | $609,036 | |
| 7 | NBH |
Neuberger Municipal Fund Inc.
|
57,631 | $608,007 | |
| 8 | DSM |
Bny Mellon Strategic Municipal Bond Fund, Inc.
|
91,598 | $563,327 |
All Filings in PCQ
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $446,122 | 49,735 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $615,151 | 71,696 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $525,991 | 60,251 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $384,700 | 44,117 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $104,961 | 12,219 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $121,687 | 13,750 | Shares | Sole | 2025-05-09 | |
| 2024-06-30 | $383,318 | 40,692 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $483,556 | 51,662 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $1,131,308 | 121,385 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $2,174,988 | 260,790 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $2,808,660 | 286,598 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $3,012,760 | 298,885 | Shares | Sole | 2023-05-11 | |
| No filing history on record for this holder in this stock. | ||||||