GIA
FTCA

Gladstone Institutional Advisory’s Franklin California Municipal Income ETF FTCA Stock Holding History

Gladstone Institutional Advisory’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 		$97.9K Hold
13,200
– – ﹤0.01% 879
2026
Q1 		$96.1K Buy
+13,200
New +$97.2K ﹤0.01% 817

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

Gladstone Institutional Advisory's FTCA Position: Q2 2026 in Review

Gladstone Institutional Advisory held its Franklin California Municipal Income ETF (FTCA) position steady in Q2 2026 at 13,200 shares worth $97.9K. The position accounts for ﹤0.01% of the portfolio, ranked #879.

Gladstone Institutional Advisory first reported a position in FTCA in Q1 2026 and has held it in 2 quarters since. 86 funds tracked by Wall St. Rank hold FTCA as of Q2 2026.

  • Gladstone Institutional Advisory held 13,200 shares of Franklin California Municipal Income ETF worth $97.9K as of Q2 2026.
  • Gladstone Institutional Advisory left its Franklin California Municipal Income ETF share count unchanged in Q2 2026.
  • Franklin California Municipal Income ETF made up ﹤0.01% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #879 holding.
  • Gladstone Institutional Advisory first reported a position in Franklin California Municipal Income ETF in Q1 2026 and has held it in 2 quarters since.
  • 86 funds tracked by Wall St. Rank held Franklin California Municipal Income ETF as of Q2 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.