PIA
FTCA

Perennial Investment Advisors’s Franklin California Municipal Income ETF FTCA Stock Holding History

Perennial Investment Advisors’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
Q1 		$115K Hold
15,827
– – 0.01% 496
2025
Q4 		$116K Buy
+15,827
New +$116K 0.01% 491

Other funds holding FTCA

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BAG
Bridgewealth Advisory Group Fresno, California $530M AUM 13.72% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
SWM
SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Perennial Investment Advisors's FTCA Position: Q1 2026 in Review

Perennial Investment Advisors held its Franklin California Municipal Income ETF (FTCA) position steady in Q1 2026 at 15,827 shares worth $115K. The position accounts for 0.01% of the portfolio, ranked #496.

Perennial Investment Advisors first reported a position in FTCA in Q4 2025 and has held it in 2 quarters since. The position peaked at $116K in Q4 2025. 75 funds tracked by Wall St. Rank hold FTCA as of Q1 2026.

  • Perennial Investment Advisors held 15,827 shares of Franklin California Municipal Income ETF worth $115K as of Q1 2026.
  • Perennial Investment Advisors left its Franklin California Municipal Income ETF share count unchanged in Q1 2026.
  • Franklin California Municipal Income ETF made up 0.01% of Perennial Investment Advisors's portfolio in Q1 2026, its #496 holding.
  • Perennial Investment Advisors first reported a position in Franklin California Municipal Income ETF in Q4 2025 and has held it in 2 quarters since.
  • Perennial Investment Advisors's Franklin California Municipal Income ETF position peaked at $116K in Q4 2025.
  • 75 funds tracked by Wall St. Rank held Franklin California Municipal Income ETF as of Q1 2026.

Based on Perennial Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.