AWM
PPT

Apollon Wealth Management’s Franklin Premier Income Trust PPT Stock Holding History

Apollon Wealth Management’s Portfolio PPT Stock Details PPT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$288K Buy
82,449
+1,133
+1% +$3.95K ﹤0.01% 1297
2026
Q1 		$289K Buy
81,316
+121
+0.1% +$433 ﹤0.01% 1139
2025
Q4 		$287K Sell
81,195
-8,779
-10% -$31.7K 0.01% 1082
2025
Q3 		$332K Sell
89,974
-2,172
-2% -$7.99K 0.01% 1012
2025
Q2 		$338K Sell
92,146
-2,233
-2% -$8.09K 0.01% 966
2025
Q1 		$341K Sell
94,379
-1,906
-2% -$6.84K 0.01% 905
2024
Q4 		$343K Sell
96,285
-2,355
-2% -$8.47K 0.01% 894
2024
Q3 		$368K Buy
98,640
+851
+0.9% +$3.11K 0.01% 839
2024
Q2 		$350K Sell
97,789
-4,455
-4% -$15.5K 0.01% 797
2024
Q1 		$360K Buy
102,244
+1,142
+1% +$4.11K 0.01% 804
2023
Q4 		$361K Buy
101,102
+914
+0.9% +$3.14K 0.01% 771
2023
Q3 		$336K Buy
100,188
+853
+0.9% +$3.01K 0.02% 666
2023
Q2 		$350K Buy
99,335
+826
+0.8% +$2.94K 0.02% 704
2023
Q1 		$351K Buy
98,509
+783
+0.8% +$2.9K 0.02% 635
2022
Q4 		$355K Sell
97,726
-11,791
-11% -$42.9K 0.03% 615
2022
Q3 		$392K Buy
109,517
+461
+0.4% +$1.76K 0.03% 514
2022
Q2 		$414K Sell
109,056
-84,963
-44% -$327K 0.03% 476
2022
Q1 		$774K Sell
194,019
-21,402
-10% -$86.7K 0.06% 352
2021
Q4 		$920K Sell
215,421
-16,976
-7% -$74.8K 0.07% 303
2021
Q3 		$1.06M Sell
232,397
-2,042
-0.9% -$9.41K 0.15% 141
2021
Q2 		$1.09M Sell
234,439
-265
-0.1% -$1.25K 0.2% 98
2021
Q1 		$1.14M Buy
+234,704
New +$1.11M 0.22% 89
2020
Q4 		– Sell
-239,569
Closed -$1.07M – 244
2020
Q3 		$1.07M Buy
239,569
+128,614
+116% +$597K 0.48% 48
2020
Q2 		$526K Buy
+110,955
New +$523K 0.29% 53

Other funds holding PPT

RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
QCIG
Quad-Cities Investment Group Davenport, Iowa $278M AUM 22.38% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
MCP
Mirador Capital Partners Pleasanton, California $817M AUM 42.46% 1-Year Est. Return
GWM
Gilpin Wealth Management Denver, Colorado $145M AUM
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
VBCG
Valley Brook Capital Group Venetia, Pennsylvania $176M AUM 41.06% 1-Year Est. Return
CCFM
Clear Creek Financial Management Silverdale, Washington $1.56B AUM 31.02% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return

Apollon Wealth Management's PPT Position: Q2 2026 in Review

Apollon Wealth Management increased its Franklin Premier Income Trust (PPT) stake by 1.4% in Q2 2026, buying an estimated $3.95K and bringing the position to 82,449 shares worth $288K. The position accounts for ﹤0.01% of the portfolio, ranked #1297.

Apollon Wealth Management first reported a position in PPT in Q2 2020 and has held it in 24 quarters since. The position peaked at $1.14M in Q1 2021. 33 funds tracked by Wall St. Rank hold PPT as of Q2 2026.

  • Apollon Wealth Management held 82,449 shares of Franklin Premier Income Trust worth $288K as of Q2 2026.
  • Apollon Wealth Management bought 1,133 Franklin Premier Income Trust shares in Q2 2026, an estimated $3.95K.
  • Franklin Premier Income Trust made up ﹤0.01% of Apollon Wealth Management's portfolio in Q2 2026, its #1297 holding.
  • Apollon Wealth Management first reported a position in Franklin Premier Income Trust in Q2 2020 and has held it in 24 quarters since.
  • Apollon Wealth Management's Franklin Premier Income Trust position peaked at $1.14M in Q1 2021.
  • 33 funds tracked by Wall St. Rank held Franklin Premier Income Trust as of Q2 2026.

Based on Apollon Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.