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

Cape Investment Advisory’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	$1.05K	Buy	+300	New	+$1.04K	﹤0.01%	1327

Other funds holding PPT

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

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

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

Mirador Capital Partners Pleasanton, California $817M AUM 42.46% 1-Year Est. Return

Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return

Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

Register Financial Advisors Atlanta, Georgia $326M AUM 48.38% 1-Year Est. Return

Gilman Hill Asset Management New Canaan, Connecticut $731M AUM 19.41% 1-Year Est. Return

Cape Investment Advisory's PPT Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in Franklin Premier Income Trust (PPT) in Q2 2026: 300 shares worth $1.05K. The stake represents ﹤0.01% of the portfolio and ranks #1327 among its holdings.

20 funds tracked by Wall St. Rank hold PPT as of Q2 2026.

Cape Investment Advisory held 300 shares of Franklin Premier Income Trust worth $1.05K as of Q2 2026.
Franklin Premier Income Trust was a new Cape Investment Advisory position in Q2 2026.
Franklin Premier Income Trust made up ﹤0.01% of Cape Investment Advisory's portfolio in Q2 2026, its #1327 holding.
20 funds tracked by Wall St. Rank held Franklin Premier Income Trust as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.