GIM
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Guild Investment Management’s First Trust California Municipal High income ETF FCAL Stock Holding History

Guild Investment Management’s Portfolio FCAL Stock Details FCAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$621K Buy
12,500
+1,500
+14% +$74.1K 0.42% 35
2026
Q1 		$538K Hold
11,000
– – 0.38% 30
2025
Q4 		$542K Buy
11,000
+3,000
+38% +$148K 0.4% 32
2025
Q3 		$390K Buy
8,000
+2,000
+33% +$96K 0.31% 38
2025
Q2 		$288K Hold
6,000
– – 0.25% 40
2025
Q1 		$291K Hold
6,000
– – 0.31% 36
2024
Q4 		$296K Buy
+6,000
New +$299K 0.32% 34

Other funds holding FCAL

CBB
Citizens Business Bank Ontario, California $664M AUM 33.78% 1-Year Est. Return
WIM
Westside Investment Management Santa Monica, California $761M AUM 39.85% 1-Year Est. Return
IP
Ignite Planners San Clemente, California $729M AUM 24.39% 1-Year Est. Return
CW
Channel Wealth Santa Barbara, California $446M AUM 18.1% 1-Year Est. Return
MFG
Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
IIA
Integral Investment Advisors Turlock, California $454M AUM 21.42% 1-Year Est. Return
AFG
Atomi Financial Group New York $3.84B AUM 30.73% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

Guild Investment Management's FCAL Position: Q2 2026 in Review

Guild Investment Management increased its First Trust California Municipal High income ETF (FCAL) stake by 14% in Q2 2026, buying an estimated $74.1K and bringing the position to 12,500 shares worth $621K. The position accounts for 0.42% of the portfolio, ranked #35.

Guild Investment Management first reported a position in FCAL in Q4 2024 and has held it in 7 quarters since. 46 funds tracked by Wall St. Rank hold FCAL as of Q2 2026.

  • Guild Investment Management held 12,500 shares of First Trust California Municipal High income ETF worth $621K as of Q2 2026.
  • Guild Investment Management bought 1,500 First Trust California Municipal High income ETF shares in Q2 2026, an estimated $74.1K.
  • First Trust California Municipal High income ETF made up 0.42% of Guild Investment Management's portfolio in Q2 2026, its #35 holding.
  • Guild Investment Management first reported a position in First Trust California Municipal High income ETF in Q4 2024 and has held it in 7 quarters since.
  • 46 funds tracked by Wall St. Rank held First Trust California Municipal High income ETF as of Q2 2026.

Based on Guild Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.