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CLG LLC’s Franklin California Municipal Income ETF FTCA Stock Holding History

CLG 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
Q3 		$118K Buy
17,266
+127
+0.7% +$916 0.02% 147
2026
Q2 		$127K Buy
17,139
+119
+0.7% +$875 0.03% 156
2026
Q1 		$124K Buy
17,020
+73
+0.4% +$537 0.03% 134
2025
Q4 		$124K Buy
+16,947
New +$124K 0.03% 142

Other funds holding FTCA

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
FC
Fjell Capital Fargo, North Dakota $178M AUM 21.45% 1-Year Est. Return
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
FA
Fermata Advisors Sonoma, California $517M AUM 14.47% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
SMWM
Silvia McColl Wealth Management San Diego, California $167M AUM 21.37% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
SBCM
Silverberg Bernstein Capital Management Armonk, New York $211M AUM 58.81% 1-Year Est. Return
CRWM
Castle Rock Wealth Management Walnut Creek, California $531M AUM 31.77% 1-Year Est. Return

CLG LLC's FTCA Position: Q3 2026 in Review

CLG LLC increased its Franklin California Municipal Income ETF (FTCA) stake by 0.74% in Q3 2026, buying an estimated $916 and bringing the position to 17,266 shares worth $118K. The position accounts for 0.02% of the portfolio, ranked #147.

CLG LLC first reported a position in FTCA in Q4 2025 and has held it in 4 quarters since. The position peaked at $127K in Q2 2026. 12 funds tracked by Wall St. Rank hold FTCA as of Q3 2026.

  • CLG LLC held 17,266 shares of Franklin California Municipal Income ETF worth $118K as of Q3 2026.
  • CLG LLC bought 127 Franklin California Municipal Income ETF shares in Q3 2026, an estimated $916.
  • Franklin California Municipal Income ETF made up 0.02% of CLG LLC's portfolio in Q3 2026, its #147 holding.
  • CLG LLC first reported a position in Franklin California Municipal Income ETF in Q4 2025 and has held it in 4 quarters since.
  • CLG LLC's Franklin California Municipal Income ETF position peaked at $127K in Q2 2026.
  • 12 funds tracked by Wall St. Rank held Franklin California Municipal Income ETF as of Q3 2026.

Based on CLG LLC's 13F filing for Q3 2026, filed 13 Oct 2026.