Avantax Advisory Services’s Franklin Master Intermediate Income Trust PIM Stock Holding History

Avantax Advisory Services’s Portfolio PIM Stock Details PIM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$55.9K	Buy	16,674 +326	+2%	+$1.08K	﹤0.01%	2323
2025 Q1	$54.3K	Buy	16,348 +199	+1%	+$656	﹤0.01%	2194
2024 Q4	$52.6K	Buy	16,149 +287	+2%	+$946	﹤0.01%	2152
2024 Q3	$53.8K	Buy	15,862 +285	+2%	+$947	﹤0.01%	2094
2024 Q2	$50.2K	Buy	15,577 +289	+2%	+$914	﹤0.01%	2041
2024 Q1	$48.9K	Buy	15,288 +517	+4%	+$1.66K	﹤0.01%	1620
2023 Q4	$47.1K	Buy	14,771 +186	+1%	+$569	﹤0.01%	1545
2023 Q3	$44K	Buy	14,585 +173	+1%	+$543	﹤0.01%	1513
2023 Q2	$45.5K	Buy	14,412 +149	+1%	+$470	﹤0.01%	1479
2023 Q1	$45.4K	Buy	14,263 +67	+0.5%	+$218	﹤0.01%	1450
2022 Q4	$45.4K	Buy	+14,196	New	+$46.7K	﹤0.01%	1388

Other funds holding PIM

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

CPRC

Consolidated Portfolio Review Corp Woodbury, New York $1.2B AUM 13.59% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Penbrook Management New York $157M AUM 46.57% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return

GCP

Gill Capital Partners Denver, Colorado $348M AUM 14.74% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Avantax Advisory Services's PIM Position: Q2 2025 in Review

Avantax Advisory Services increased its Franklin Master Intermediate Income Trust (PIM) stake by 2% in Q2 2025, buying an estimated $1.08K and bringing the position to 16,674 shares worth $55.9K. The position accounts for ﹤0.01% of the portfolio, ranked #2323.

Avantax Advisory Services first reported a position in PIM in Q4 2022 and has held it in 11 quarters since. 58 funds tracked by Wall St. Rank hold PIM as of Q2 2025.

Avantax Advisory Services held 16,674 shares of Franklin Master Intermediate Income Trust worth $55.9K as of Q2 2025.
Avantax Advisory Services bought 326 Franklin Master Intermediate Income Trust shares in Q2 2025, an estimated $1.08K.
Franklin Master Intermediate Income Trust made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #2323 holding.
Avantax Advisory Services first reported a position in Franklin Master Intermediate Income Trust in Q4 2022 and has held it in 11 quarters since.
58 funds tracked by Wall St. Rank held Franklin Master Intermediate Income Trust as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.