CRWM
FTCA

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
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

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

Castle Rock Wealth Management's FTCA Position: Q2 2026 in Review

Castle Rock Wealth Management held its Franklin California Municipal Income ETF (FTCA) position steady in Q2 2026 at 13,822 shares worth $102K. 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 3 quarters since. 85 funds tracked by Wall St. Rank hold FTCA as of Q2 2026.

  • Castle Rock Wealth Management held 13,822 shares of Franklin California Municipal Income ETF worth $102K as of Q2 2026.
  • Castle Rock Wealth Management left its Franklin California Municipal Income ETF share count unchanged in Q2 2026.
  • Franklin California Municipal Income ETF made up 0.02% of Castle Rock Wealth Management's portfolio in Q2 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 3 quarters since.
  • 85 funds tracked by Wall St. Rank held Franklin California Municipal Income ETF as of Q2 2026.

Based on Castle Rock Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.