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

KWB Wealth’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	$428K	Buy	+62,528	New	+$451K	0.04%	128

Other funds holding FTCA

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Fjell Capital Fargo, North Dakota $178M AUM 21.45% 1-Year Est. Return

Miramontes Capital Newport, California $331M AUM 19.33% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Fermata Advisors Sonoma, California $517M AUM 14.47% 1-Year Est. Return

NAM

NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return

SMWM

Silvia McColl Wealth Management San Diego, California $167M AUM 21.37% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

SBCM

Silverberg Bernstein Capital Management Armonk, New York $211M AUM 58.81% 1-Year Est. Return

KWB Wealth's FTCA Position: Q3 2026 in Review

KWB Wealth opened a new position in Franklin California Municipal Income ETF (FTCA) in Q3 2026: 62,528 shares worth $428K. The stake represents 0.04% of the portfolio and ranks #128 among its holdings.

15 funds tracked by Wall St. Rank hold FTCA as of Q3 2026.

KWB Wealth held 62,528 shares of Franklin California Municipal Income ETF worth $428K as of Q3 2026.
Franklin California Municipal Income ETF was a new KWB Wealth position in Q3 2026.
Franklin California Municipal Income ETF made up 0.04% of KWB Wealth's portfolio in Q3 2026, its #128 holding.
15 funds tracked by Wall St. Rank held Franklin California Municipal Income ETF as of Q3 2026.

Based on KWB Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.