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Greykasell Wealth Strategies’s Franklin California Municipal Income ETF FTCA Stock Holding History

Greykasell Wealth Strategies’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 		$279K Hold
37,621
– – 0.1% 127
2026
Q1 		$274K Hold
37,621
– – 0.11% 126
2025
Q4 		$275K Buy
+37,621
New +$276K 0.11% 129

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
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Greykasell Wealth Strategies's FTCA Position: Q2 2026 in Review

Greykasell Wealth Strategies held its Franklin California Municipal Income ETF (FTCA) position steady in Q2 2026 at 37,621 shares worth $279K. The position accounts for 0.1% of the portfolio, ranked #127.

Greykasell Wealth Strategies first reported a position in FTCA in Q4 2025 and has held it in 3 quarters since. 86 funds tracked by Wall St. Rank hold FTCA as of Q2 2026.

  • Greykasell Wealth Strategies held 37,621 shares of Franklin California Municipal Income ETF worth $279K as of Q2 2026.
  • Greykasell Wealth Strategies left its Franklin California Municipal Income ETF share count unchanged in Q2 2026.
  • Franklin California Municipal Income ETF made up 0.1% of Greykasell Wealth Strategies's portfolio in Q2 2026, its #127 holding.
  • Greykasell Wealth Strategies first reported a position in Franklin California Municipal Income ETF in Q4 2025 and has held it in 3 quarters since.
  • 86 funds tracked by Wall St. Rank held Franklin California Municipal Income ETF as of Q2 2026.

Based on Greykasell Wealth Strategies's 13F filing for Q2 2026, filed 11 Aug 2026.