IFG
FTCA

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
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

Other funds holding FTCA

LPL Financial
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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

Independent Financial Group's FTCA Position: Q2 2026 in Review

Independent Financial Group reduced its Franklin California Municipal Income ETF (FTCA) stake by 48% in Q2 2026, selling an estimated $188K and leaving 27,365 shares worth $203K. The position accounts for ﹤0.01% of the portfolio, ranked #1475.

Independent Financial Group first reported a position in FTCA in Q4 2025 and has held it in 3 quarters since. The position peaked at $387K in Q4 2025. 85 funds tracked by Wall St. Rank hold FTCA as of Q2 2026.

  • Independent Financial Group held 27,365 shares of Franklin California Municipal Income ETF worth $203K as of Q2 2026.
  • Independent Financial Group sold 25,502 Franklin California Municipal Income ETF shares in Q2 2026, an estimated $188K.
  • Franklin California Municipal Income ETF made up ﹤0.01% of Independent Financial Group's portfolio in Q2 2026, its #1475 holding.
  • Independent Financial Group first reported a position in Franklin California Municipal Income ETF in Q4 2025 and has held it in 3 quarters since.
  • Independent Financial Group's Franklin California Municipal Income ETF position peaked at $387K in Q4 2025.
  • 85 funds tracked by Wall St. Rank held Franklin California Municipal Income ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.