CL
FTCA

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
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

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

CLG LLC's FTCA Position: Q2 2026 in Review

CLG LLC increased its Franklin California Municipal Income ETF (FTCA) stake by 0.7% in Q2 2026, buying an estimated $875 and bringing the position to 17,139 shares worth $127K. The position accounts for 0.03% of the portfolio, ranked #156.

CLG LLC 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.

  • CLG LLC held 17,139 shares of Franklin California Municipal Income ETF worth $127K as of Q2 2026.
  • CLG LLC bought 119 Franklin California Municipal Income ETF shares in Q2 2026, an estimated $875.
  • Franklin California Municipal Income ETF made up 0.03% of CLG LLC's portfolio in Q2 2026, its #156 holding.
  • CLG LLC 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 CLG LLC's 13F filing for Q2 2026, filed 16 Jul 2026.