SFG
FTCA

Sovereign Financial Group’s Franklin California Municipal Income ETF FTCA Stock Holding History

Sovereign Financial Group’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 		$189K Hold
25,420
– – 0.03% 371
2026
Q1 		$185K Hold
25,420
– – 0.03% 347
2025
Q4 		$186K Buy
+25,420
New +$187K 0.03% 341

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
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
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
BAG
Bridgewealth Advisory Group Fresno, California $530M AUM 13.72% 1-Year Est. Return
SWM
SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

Sovereign Financial Group's FTCA Position: Q2 2026 in Review

Sovereign Financial Group held its Franklin California Municipal Income ETF (FTCA) position steady in Q2 2026 at 25,420 shares worth $189K. The position accounts for 0.03% of the portfolio, ranked #371.

Sovereign Financial Group first reported a position in FTCA in Q4 2025 and has held it in 3 quarters since. 67 funds tracked by Wall St. Rank hold FTCA as of Q2 2026.

  • Sovereign Financial Group held 25,420 shares of Franklin California Municipal Income ETF worth $189K as of Q2 2026.
  • Sovereign Financial Group left its Franklin California Municipal Income ETF share count unchanged in Q2 2026.
  • Franklin California Municipal Income ETF made up 0.03% of Sovereign Financial Group's portfolio in Q2 2026, its #371 holding.
  • Sovereign Financial Group first reported a position in Franklin California Municipal Income ETF in Q4 2025 and has held it in 3 quarters since.
  • 67 funds tracked by Wall St. Rank held Franklin California Municipal Income ETF as of Q2 2026.

Based on Sovereign Financial Group's 13F filing for Q2 2026, filed 24 Jul 2026.