Central Valley Advisors’s Franklin California Municipal Income ETF FTCA Stock Holding History

Central Valley Advisors’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	$211K	Hold	30,868	–	–	0.06%	153
2026 Q2	$229K	Sell	30,868 -206	-0.7%	-$1.52K	0.06%	174
2026 Q1	$226K	Hold	31,074	–	–	0.06%	171
2025 Q4	$227K	Buy	+31,074	New	+$228K	0.07%	140

Other funds holding FTCA

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Sierra Ocean Ripon, California $162M AUM 16.38% 1-Year Est. Return

DeDora Capital Napa, California $448M AUM 15.92% 1-Year Est. Return

SeaCrest Wealth Management Purchase, New York $883M AUM 33.97% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

McCarter Private Wealth Services Boston, Massachusetts $295M AUM 25.21% 1-Year Est. Return

Cooper Capital Advisors Encinitas, California $245M AUM 17.92% 1-Year Est. Return

Central Valley Advisors's FTCA Position: Q3 2026 in Review

Central Valley Advisors held its Franklin California Municipal Income ETF (FTCA) position steady in Q3 2026 at 30,868 shares worth $211K. The position accounts for 0.06% of the portfolio, ranked #153.

Central Valley Advisors first reported a position in FTCA in Q4 2025 and has held it in 4 quarters since. The position peaked at $229K in Q2 2026. 46 funds tracked by Wall St. Rank hold FTCA as of Q3 2026.

Central Valley Advisors held 30,868 shares of Franklin California Municipal Income ETF worth $211K as of Q3 2026.
Central Valley Advisors left its Franklin California Municipal Income ETF share count unchanged in Q3 2026.
Franklin California Municipal Income ETF made up 0.06% of Central Valley Advisors's portfolio in Q3 2026, its #153 holding.
Central Valley Advisors first reported a position in Franklin California Municipal Income ETF in Q4 2025 and has held it in 4 quarters since.
Central Valley Advisors's Franklin California Municipal Income ETF position peaked at $229K in Q2 2026.
46 funds tracked by Wall St. Rank held Franklin California Municipal Income ETF as of Q3 2026.

Based on Central Valley Advisors's 13F filing for Q3 2026, filed 27 Oct 2026.