TW
FTCA

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

Trajan 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
Q2 		– Sell
-11,936
Closed -$86.9K – 166
2026
Q1 		$86.9K Buy
+11,936
New +$87.9K ﹤0.01% 150

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
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Trajan Wealth's FTCA Position: Q2 2026 in Review

Trajan Wealth sold out of Franklin California Municipal Income ETF (FTCA) in Q2 2026, closing a stake of 11,936 shares — an estimated $86.9K sold.

Trajan Wealth first reported a position in FTCA in Q1 2026 and held it in 1 quarter. The position peaked at $86.9K in Q1 2026. 86 funds tracked by Wall St. Rank hold FTCA as of Q2 2026.

  • Trajan Wealth reported no remaining Franklin California Municipal Income ETF position as of Q2 2026 after selling out during the quarter.
  • Trajan Wealth sold 11,936 Franklin California Municipal Income ETF shares in Q2 2026, an estimated $86.9K.
  • Trajan Wealth first reported a position in Franklin California Municipal Income ETF in Q1 2026 and held it in 1 quarter.
  • Trajan Wealth's Franklin California Municipal Income ETF position peaked at $86.9K in Q1 2026.
  • 86 funds tracked by Wall St. Rank held Franklin California Municipal Income ETF as of Q2 2026.

Based on Trajan Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.