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

Avior 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
2025 Q1	–	Sell	-2,016	Closed	-$7.18K	–	1907
2024 Q4	$7.18K	Buy	+2,016	New	+$7.25K	﹤0.01%	1737
2020 Q4	–	Sell	-691	Closed	-$3K	–	1059
2020 Q3	$3K	Hold	691	–	–	﹤0.01%	802
2020 Q2	$3K	Hold	691	–	–	﹤0.01%	771
2020 Q1	$3K	Hold	691	–	–	﹤0.01%	666
2019 Q4	$3K	Hold	691	–	–	﹤0.01%	696
2019 Q3	$3K	Hold	691	–	–	﹤0.01%	660
2019 Q2	$4K	Hold	691	–	–	﹤0.01%	676
2019 Q1	$3K	Hold	691	–	–	﹤0.01%	599
2018 Q4	$3K	Hold	691	–	–	﹤0.01%	654
2018 Q3	$4K	Hold	691	–	–	﹤0.01%	647
2018 Q2	$4K	Hold	691	–	–	﹤0.01%	669
2018 Q1	$4K	Hold	691	–	–	﹤0.01%	649
2017 Q4	$4K	Buy	+691	New	+$3.64K	﹤0.01%	661

Other funds holding PPT

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

QCIG

Quad-Cities Investment Group Davenport, Iowa $278M AUM 22.38% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Avior Wealth Management's PPT Position: Q1 2025 in Review

Avior Wealth Management sold out of Franklin Premier Income Trust (PPT) in Q1 2025, closing a stake of 2,016 shares — an estimated $7.18K sold.

Avior Wealth Management first reported a position in PPT in Q4 2017 and held it in 13 quarters. The position peaked at $7.18K in Q4 2024. 90 funds tracked by Wall St. Rank hold PPT as of Q1 2025.

Avior Wealth Management reported no remaining Franklin Premier Income Trust position as of Q1 2025 after selling out during the quarter.
Avior Wealth Management sold 2,016 Franklin Premier Income Trust shares in Q1 2025, an estimated $7.18K.
Avior Wealth Management first reported a position in Franklin Premier Income Trust in Q4 2017 and held it in 13 quarters.
Avior Wealth Management's Franklin Premier Income Trust position peaked at $7.18K in Q4 2024.
90 funds tracked by Wall St. Rank held Franklin Premier Income Trust as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.