SMWM
FTCA

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

Silvia McColl 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 		$209K Buy
28,125
+280
+1% +$2.06K 0.13% 118
2026
Q1 		$203K Buy
+27,845
New +$205K 0.13% 119

Other funds holding FTCA

DC
DeDora Capital Napa, California $460M AUM 25.48% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
SWM
SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return
TIA
TCFG Investment Advisors Laguna Niguel, California $297M AUM
FC
Fjell Capital Fargo, North Dakota $147M AUM 28.26% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
FA
Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
SBCM
Silverberg Bernstein Capital Management Armonk, New York $261M AUM 89.93% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Silvia McColl Wealth Management's FTCA Position: Q2 2026 in Review

Silvia McColl Wealth Management increased its Franklin California Municipal Income ETF (FTCA) stake by 1% in Q2 2026, buying an estimated $2.06K and bringing the position to 28,125 shares worth $209K. The position accounts for 0.13% of the portfolio, ranked #118.

Silvia McColl Wealth Management first reported a position in FTCA in Q1 2026 and has held it in 2 quarters since. 14 funds tracked by Wall St. Rank hold FTCA as of Q2 2026.

  • Silvia McColl Wealth Management held 28,125 shares of Franklin California Municipal Income ETF worth $209K as of Q2 2026.
  • Silvia McColl Wealth Management bought 280 Franklin California Municipal Income ETF shares in Q2 2026, an estimated $2.06K.
  • Franklin California Municipal Income ETF made up 0.13% of Silvia McColl Wealth Management's portfolio in Q2 2026, its #118 holding.
  • Silvia McColl Wealth Management first reported a position in Franklin California Municipal Income ETF in Q1 2026 and has held it in 2 quarters since.
  • 14 funds tracked by Wall St. Rank held Franklin California Municipal Income ETF as of Q2 2026.

Based on Silvia McColl Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.