Carson Wealth (CWM LLC)’s Franklin California Municipal Income ETF FTCA Stock Holding History

Carson Wealth (CWM LLC)’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 Q1	$51K	Buy	+7,000	New	+$51.5K	﹤0.01%	3809

Other funds holding FTCA

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BAG

Bridgewealth Advisory Group Fresno, California $530M AUM 13.72% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

SWM

SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Carson Wealth (CWM LLC)'s FTCA Position: Q1 2026 in Review

Carson Wealth (CWM LLC) opened a new position in Franklin California Municipal Income ETF (FTCA) in Q1 2026: 7,000 shares worth $51K. The stake represents ﹤0.01% of the portfolio and ranks #3809 among its holdings.

75 funds tracked by Wall St. Rank hold FTCA as of Q1 2026.

Carson Wealth (CWM LLC) held 7,000 shares of Franklin California Municipal Income ETF worth $51K as of Q1 2026.
Franklin California Municipal Income ETF was a new Carson Wealth (CWM LLC) position in Q1 2026.
Franklin California Municipal Income ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3809 holding.
75 funds tracked by Wall St. Rank held Franklin California Municipal Income ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.