CCWA
FTCA

CLA (CliftonLarsonAllen) Wealth Advisors’s Franklin California Municipal Income ETF FTCA Stock Holding History

CLA (CliftonLarsonAllen) Wealth 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
Q2 		$1.5M Buy
+202,255
New +$1.49M 0.02% 168

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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BAG
Bridgewealth Advisory Group Fresno, California $530M AUM 13.72% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors's FTCA Position: Q2 2026 in Review

CLA (CliftonLarsonAllen) Wealth Advisors opened a new position in Franklin California Municipal Income ETF (FTCA) in Q2 2026: 202,255 shares worth $1.5M. The stake represents 0.02% of the portfolio and ranks #168 among its holdings.

85 funds tracked by Wall St. Rank hold FTCA as of Q2 2026.

  • CLA (CliftonLarsonAllen) Wealth Advisors held 202,255 shares of Franklin California Municipal Income ETF worth $1.5M as of Q2 2026.
  • Franklin California Municipal Income ETF was a new CLA (CliftonLarsonAllen) Wealth Advisors position in Q2 2026.
  • Franklin California Municipal Income ETF made up 0.02% of CLA (CliftonLarsonAllen) Wealth Advisors's portfolio in Q2 2026, its #168 holding.
  • 85 funds tracked by Wall St. Rank held Franklin California Municipal Income ETF as of Q2 2026.

Based on CLA (CliftonLarsonAllen) Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.