CRWM
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Castle Rock Wealth Management’s Franklin California Municipal Income ETF FTCA Stock Holding History

Castle Rock 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
Q3 		$107K Buy
15,622
+1,800
+13% +$13K 0.02% 268
2026
Q2 		$102K Hold
13,822
– – 0.02% 268
2026
Q1 		$101K Hold
13,822
– – 0.02% 262
2025
Q4 		$102K Buy
+13,822
New +$101K 0.02% 261

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NAM
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Castle Rock Wealth Management's FTCA Position: Q3 2026 in Review

Castle Rock Wealth Management increased its Franklin California Municipal Income ETF (FTCA) stake by 13% in Q3 2026, buying an estimated $13K and bringing the position to 15,622 shares worth $107K. The position accounts for 0.02% of the portfolio, ranked #268.

Castle Rock Wealth Management first reported a position in FTCA in Q4 2025 and has held it in 4 quarters since. 12 funds tracked by Wall St. Rank hold FTCA as of Q3 2026.

  • Castle Rock Wealth Management held 15,622 shares of Franklin California Municipal Income ETF worth $107K as of Q3 2026.
  • Castle Rock Wealth Management bought 1,800 Franklin California Municipal Income ETF shares in Q3 2026, an estimated $13K.
  • Franklin California Municipal Income ETF made up 0.02% of Castle Rock Wealth Management's portfolio in Q3 2026, its #268 holding.
  • Castle Rock Wealth Management first reported a position in Franklin California Municipal Income ETF in Q4 2025 and has held it in 4 quarters since.
  • 12 funds tracked by Wall St. Rank held Franklin California Municipal Income ETF as of Q3 2026.

Based on Castle Rock Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.