Wealth Enhancement Advisory Services
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Wealth Enhancement Advisory Services’s Franklin California Municipal Income ETF FTCA Stock Holding History

Wealth Enhancement Advisory Services’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
Q3 		$3.2M Buy
+505,704
New +$3.65M ﹤0.01% 1359

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FA
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NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
SMWM
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Independent Financial Group
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SBCM
Silverberg Bernstein Capital Management Armonk, New York $211M AUM 58.81% 1-Year Est. Return
CL
CLG LLC Long Beach, California $481M AUM 21.82% 1-Year Est. Return
CRWM
Castle Rock Wealth Management Walnut Creek, California $531M AUM 31.77% 1-Year Est. Return

Wealth Enhancement Advisory Services's FTCA Position: Q3 2026 in Review

Wealth Enhancement Advisory Services opened a new position in Franklin California Municipal Income ETF (FTCA) in Q3 2026: 505,704 shares worth $3.2M. The stake represents ﹤0.01% of the portfolio and ranks #1359 among its holdings.

12 funds tracked by Wall St. Rank hold FTCA as of Q3 2026.

  • Wealth Enhancement Advisory Services held 505,704 shares of Franklin California Municipal Income ETF worth $3.2M as of Q3 2026.
  • Franklin California Municipal Income ETF was a new Wealth Enhancement Advisory Services position in Q3 2026.
  • Franklin California Municipal Income ETF made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #1359 holding.
  • 12 funds tracked by Wall St. Rank held Franklin California Municipal Income ETF as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.