JPL Wealth Management’s Franklin California Municipal Income ETF FTCA Stock Holding History

JPL Wealth Management’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	$160K	Buy	+21,616	New	+$159K	0.03%	140

Other funds holding FTCA

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

DeDora Capital Napa, California $460M AUM 25.48% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JPL Wealth Management's FTCA Position: Q2 2026 in Review

JPL Wealth Management opened a new position in Franklin California Municipal Income ETF (FTCA) in Q2 2026: 21,616 shares worth $160K. The stake represents 0.03% of the portfolio and ranks #140 among its holdings.

85 funds tracked by Wall St. Rank hold FTCA as of Q2 2026.

JPL Wealth Management held 21,616 shares of Franklin California Municipal Income ETF worth $160K as of Q2 2026.
Franklin California Municipal Income ETF was a new JPL Wealth Management position in Q2 2026.
Franklin California Municipal Income ETF made up 0.03% of JPL Wealth Management's portfolio in Q2 2026, its #140 holding.
85 funds tracked by Wall St. Rank held Franklin California Municipal Income ETF as of Q2 2026.

Based on JPL Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.