Commonwealth Equity Services’s Franklin California Municipal Income ETF FTCA Stock Holding History

Commonwealth Equity Services’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	$8.89M	Buy	1,197,890 +442,977	+59%	+$3.26M	0.01%	1017
2026 Q1	$5.5M	Buy	754,913 +659,876	+694%	+$4.86M	0.01%	1264
2025 Q4	$696K	Buy	+95,037	New	+$698K	﹤0.01%	2887

Other funds holding FTCA

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

DeDora Capital Napa, California $460M AUM 25.48% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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 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

Commonwealth Equity Services's FTCA Position: Q2 2026 in Review

Commonwealth Equity Services increased its Franklin California Municipal Income ETF (FTCA) stake by 59% in Q2 2026, buying an estimated $3.26M and bringing the position to 1,197,890 shares worth $8.89M. The position accounts for 0.01% of the portfolio, ranked #1017.

Commonwealth Equity Services 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.

Commonwealth Equity Services held 1,197,890 shares of Franklin California Municipal Income ETF worth $8.89M as of Q2 2026.
Commonwealth Equity Services bought 442,977 Franklin California Municipal Income ETF shares in Q2 2026, an estimated $3.26M.
Franklin California Municipal Income ETF made up 0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #1017 holding.
Commonwealth Equity Services 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 Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.