Independent Financial Group
FTCA icon

Independent Financial Group’s Franklin California Municipal Income ETF FTCA Stock Holding History

Independent Financial Group’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
Q3 		$187K Hold
27,365
– – ﹤0.01% 1520
2026
Q2 		$203K Sell
27,365
-25,502
-48% -$188K ﹤0.01% 1475
2026
Q1 		$385K Hold
52,867
– – 0.01% 1054
2025
Q4 		$387K Buy
+52,867
New +$388K 0.01% 1026

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Independent Financial Group's FTCA Position: Q3 2026 in Review

Independent Financial Group held its Franklin California Municipal Income ETF (FTCA) position steady in Q3 2026 at 27,365 shares worth $187K. The position accounts for ﹤0.01% of the portfolio, ranked #1520.

Independent Financial Group first reported a position in FTCA in Q4 2025 and has held it in 4 quarters since. The position peaked at $387K in Q4 2025. 12 funds tracked by Wall St. Rank hold FTCA as of Q3 2026.

  • Independent Financial Group held 27,365 shares of Franklin California Municipal Income ETF worth $187K as of Q3 2026.
  • Independent Financial Group left its Franklin California Municipal Income ETF share count unchanged in Q3 2026.
  • Franklin California Municipal Income ETF made up ﹤0.01% of Independent Financial Group's portfolio in Q3 2026, its #1520 holding.
  • Independent Financial Group first reported a position in Franklin California Municipal Income ETF in Q4 2025 and has held it in 4 quarters since.
  • Independent Financial Group's Franklin California Municipal Income ETF position peaked at $387K in Q4 2025.
  • 12 funds tracked by Wall St. Rank held Franklin California Municipal Income ETF as of Q3 2026.

Based on Independent Financial Group's 13F filing for Q3 2026, filed 13 Oct 2026.