BIAS
PPT

Beacon Investment Advisory Services’s Franklin Premier Income Trust PPT Stock Holding History

Beacon Investment Advisory Services’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 		$3.59K Hold
1,028
– – ﹤0.01% 710
2026
Q1 		$3.65K Buy
+1,028
New +$3.68K ﹤0.01% 720

Other funds holding PPT

SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
Raymond James Financial
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

Beacon Investment Advisory Services's PPT Position: Q2 2026 in Review

Beacon Investment Advisory Services held its Franklin Premier Income Trust (PPT) position steady in Q2 2026 at 1,028 shares worth $3.59K. The position accounts for ﹤0.01% of the portfolio, ranked #710.

Beacon Investment Advisory Services first reported a position in PPT in Q1 2026 and has held it in 2 quarters since. The position peaked at $3.65K in Q1 2026. 98 funds tracked by Wall St. Rank hold PPT as of Q2 2026.

  • Beacon Investment Advisory Services held 1,028 shares of Franklin Premier Income Trust worth $3.59K as of Q2 2026.
  • Beacon Investment Advisory Services left its Franklin Premier Income Trust share count unchanged in Q2 2026.
  • Franklin Premier Income Trust made up ﹤0.01% of Beacon Investment Advisory Services's portfolio in Q2 2026, its #710 holding.
  • Beacon Investment Advisory Services first reported a position in Franklin Premier Income Trust in Q1 2026 and has held it in 2 quarters since.
  • Beacon Investment Advisory Services's Franklin Premier Income Trust position peaked at $3.65K in Q1 2026.
  • 98 funds tracked by Wall St. Rank held Franklin Premier Income Trust as of Q2 2026.

Based on Beacon Investment Advisory Services's 13F filing for Q2 2026, filed 8 Jul 2026.