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

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

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

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

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 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

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.

99 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.
99 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.