APP
PIM

Avantax Planning Partners’s Franklin Master Intermediate Income Trust PIM Stock Holding History

Avantax Planning Partners’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
Q3 		– Sell
-16,969
Closed -$56.8K – 451
2025
Q2 		$56.8K Buy
+16,969
New +$56K ﹤0.01% 441

Other funds holding PIM

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
SSIM
Sheets Smith Investment Management Houston, Texas $154M AUM 66.97% 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 $1.1B AUM 8.96% 1-Year Est. Return
SSWM
Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return
PM
Penbrook Management New York $132M AUM 29.91% 1-Year Est. Return
GCP
Gill Capital Partners Denver, Colorado $348M AUM 14.74% 1-Year Est. Return

Avantax Planning Partners's PIM Position: Q3 2025 in Review

Avantax Planning Partners sold out of Franklin Master Intermediate Income Trust (PIM) in Q3 2025, closing a stake of 16,969 shares — an estimated $56.8K sold.

Avantax Planning Partners first reported a position in PIM in Q2 2025 and held it in 1 quarter. The position peaked at $56.8K in Q2 2025. 60 funds tracked by Wall St. Rank hold PIM as of Q3 2025.

  • Avantax Planning Partners reported no remaining Franklin Master Intermediate Income Trust position as of Q3 2025 after selling out during the quarter.
  • Avantax Planning Partners sold 16,969 Franklin Master Intermediate Income Trust shares in Q3 2025, an estimated $56.8K.
  • Avantax Planning Partners first reported a position in Franklin Master Intermediate Income Trust in Q2 2025 and held it in 1 quarter.
  • Avantax Planning Partners's Franklin Master Intermediate Income Trust position peaked at $56.8K in Q2 2025.
  • 60 funds tracked by Wall St. Rank held Franklin Master Intermediate Income Trust as of Q3 2025.

Based on Avantax Planning Partners's 13F filing for Q3 2025, filed 31 Oct 2025.