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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
Q2 		$117K Hold
15,827
– – 0.01% 568
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 $445B AUM 25.58% 1-Year Est. Return
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
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Perennial Investment Advisors's FTCA Position: Q2 2026 in Review

Perennial Investment Advisors held its Franklin California Municipal Income ETF (FTCA) position steady in Q2 2026 at 15,827 shares worth $117K. The position accounts for 0.01% of the portfolio, ranked #568.

Perennial Investment Advisors first reported a position in FTCA in Q4 2025 and has held it in 3 quarters since. 86 funds tracked by Wall St. Rank hold FTCA as of Q2 2026.

  • Perennial Investment Advisors held 15,827 shares of Franklin California Municipal Income ETF worth $117K as of Q2 2026.
  • Perennial Investment Advisors left its Franklin California Municipal Income ETF share count unchanged in Q2 2026.
  • Franklin California Municipal Income ETF made up 0.01% of Perennial Investment Advisors's portfolio in Q2 2026, its #568 holding.
  • Perennial Investment Advisors first reported a position in Franklin California Municipal Income ETF in Q4 2025 and has held it in 3 quarters since.
  • 86 funds tracked by Wall St. Rank held Franklin California Municipal Income ETF as of Q2 2026.

Based on Perennial Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.