AWM
FTCA

Axxcess Wealth Management’s Franklin California Municipal Income ETF FTCA Stock Holding History

Axxcess Wealth Management’s Portfolio FTCA Stock Details FTCA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$380K Buy
+51,233
New +$377K 0.01% 793
2026
Q1 		– Sell
-50,414
Closed -$369K – 1063
2025
Q4 		$369K Buy
+50,414
New +$370K 0.01% 786

Other funds holding FTCA

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
FAT
First American Trust Santa Ana, California $1.66B AUM 25.23% 1-Year Est. Return
DC
DeDora Capital Napa, California $460M AUM 25.48% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Axxcess Wealth Management's FTCA Position: Q2 2026 in Review

Axxcess Wealth Management opened a new position in Franklin California Municipal Income ETF (FTCA) in Q2 2026: 51,233 shares worth $380K. The stake represents 0.01% of the portfolio and ranks #793 among its holdings. This is a return to the name: Axxcess Wealth Management previously reported a position in FTCA as recently as Q4 2025.

Axxcess Wealth Management first reported a position in FTCA in Q4 2025 and has held it in 2 quarters since. 85 funds tracked by Wall St. Rank hold FTCA as of Q2 2026.

  • Axxcess Wealth Management held 51,233 shares of Franklin California Municipal Income ETF worth $380K as of Q2 2026.
  • Franklin California Municipal Income ETF was a new Axxcess Wealth Management position in Q2 2026.
  • Franklin California Municipal Income ETF made up 0.01% of Axxcess Wealth Management's portfolio in Q2 2026, its #793 holding.
  • Axxcess Wealth Management first reported a position in Franklin California Municipal Income ETF in Q4 2025 and has held it in 2 quarters since.
  • 85 funds tracked by Wall St. Rank held Franklin California Municipal Income ETF as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.