CIA
PPT

Capital Investment Advisors’s Franklin Premier Income Trust PPT Stock Holding History

Capital Investment Advisors’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 		$87.8K Sell
25,172
-6,882
-21% -$24K ﹤0.01% 783
2026
Q1 		$114K Hold
32,054
– – ﹤0.01% 736
2025
Q4 		$113K Sell
32,054
-9,132
-22% -$32.9K ﹤0.01% 724
2025
Q3 		$152K Sell
41,186
-328
-0.8% -$1.21K ﹤0.01% 709
2025
Q2 		$152K Sell
41,514
-2,529
-6% -$9.16K ﹤0.01% 679
2025
Q1 		$159K Sell
44,043
-3,884
-8% -$13.9K ﹤0.01% 653
2024
Q4 		$171K Sell
47,927
-1,840
-4% -$6.62K ﹤0.01% 636
2024
Q3 		$186K Sell
49,767
-172
-0.3% -$629 ﹤0.01% 631
2024
Q2 		$179K Sell
49,939
-785
-2% -$2.74K ﹤0.01% 605
2024
Q1 		$179K Hold
50,724
– – ﹤0.01% 590
2023
Q4 		$181K Sell
50,724
-1,315
-3% -$4.51K ﹤0.01% 571
2023
Q3 		$174K Hold
52,039
– – ﹤0.01% 559
2023
Q2 		$183K Sell
52,039
-6,259
-11% -$22.3K 0.01% 518
2023
Q1 		$208K Hold
58,298
– – 0.01% 516
2022
Q4 		$212K Hold
58,298
– – 0.01% 518
2022
Q3 		$209K Hold
58,298
– – 0.01% 491
2022
Q2 		$222K Buy
58,298
+864
+2% +$3.33K 0.01% 499
2022
Q1 		$229K Sell
57,434
-3,804
-6% -$15.4K 0.01% 525
2021
Q4 		$261K Hold
61,238
– – 0.01% 500
2021
Q3 		$280K Sell
61,238
-36
-0.1% -$166 0.01% 466
2021
Q2 		$286K Sell
61,274
-72
-0.1% -$339 0.01% 462
2021
Q1 		$299K Sell
61,346
-2,797
-4% -$13.2K 0.01% 431
2020
Q4 		$298K Sell
64,143
-1,082
-2% -$4.94K 0.01% 420
2020
Q3 		$290K Sell
65,225
-2,934
-4% -$13.6K 0.01% 398
2020
Q2 		$323K Sell
68,159
-330
-0.5% -$1.55K 0.02% 370
2020
Q1 		$311K Hold
68,489
– – 0.02% 347
2019
Q4 		$372K Sell
68,489
-273
-0.4% -$1.47K 0.02% 363
2019
Q3 		$362K Hold
68,762
– – 0.02% 359
2019
Q2 		$353K Hold
68,762
– – 0.02% 356
2019
Q1 		$354K Hold
68,762
– – 0.02% 349
2018
Q4 		$322K Buy
68,762
+610
+0.9% +$3.02K 0.02% 353
2018
Q3 		$358K Hold
68,152
– – 0.02% 360
2018
Q2 		$356K Sell
68,152
-758
-1% -$4.05K 0.02% 359
2018
Q1 		$360K Sell
68,910
-1,895
-3% -$9.9K 0.02% 358
2017
Q4 		$377K Sell
70,805
-335
-0.5% -$1.77K 0.02% 341
2017
Q3 		$378K Hold
71,140
– – 0.03% 331
2017
Q2 		$386K Sell
71,140
-1,517
-2% -$7.96K 0.03% 324
2017
Q1 		$383K Sell
72,657
-3,900
-5% -$20.3K 0.03% 323
2016
Q4 		$380K Sell
76,557
-1,130
-1% -$5.48K 0.03% 311
2016
Q3 		$380K Hold
77,687
– – 0.03% 303
2016
Q2 		$365K Sell
77,687
-1,821
-2% -$8.61K 0.03% 299
2016
Q1 		$377K Hold
79,508
– – 0.04% 288
2015
Q4 		$394K Hold
79,508
– – 0.04% 286
2015
Q3 		$389K Sell
79,508
-9,503
-11% -$47.5K 0.04% 261
2015
Q2 		$454K Sell
89,011
-1,315
-1% -$6.88K 0.05% 251
2015
Q1 		$476K Sell
90,326
-303
-0.3% -$1.59K 0.05% 248
2014
Q4 		$476K Buy
90,629
+2,060
+2% +$11.1K 0.05% 245
2014
Q3 		$485K Buy
88,569
+4,100
+5% +$22.5K 0.06% 230
2014
Q2 		$469K Sell
84,469
-87
-0.1% -$482 0.05% 239
2014
Q1 		$468K Sell
84,556
-6,456
-7% -$35.3K 0.06% 243
2013
Q4 		$495K Buy
+91,012
New +$490K 0.07% 227

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

Capital Investment Advisors's PPT Position: Q2 2026 in Review

Capital Investment Advisors reduced its Franklin Premier Income Trust (PPT) stake by 21% in Q2 2026, selling an estimated $24K and leaving 25,172 shares worth $87.8K. The position accounts for ﹤0.01% of the portfolio, ranked #783.

Capital Investment Advisors first reported a position in PPT in Q4 2013 and has held it in 51 quarters since. The position peaked at $495K in Q4 2013. 98 funds tracked by Wall St. Rank hold PPT as of Q2 2026.

  • Capital Investment Advisors held 25,172 shares of Franklin Premier Income Trust worth $87.8K as of Q2 2026.
  • Capital Investment Advisors sold 6,882 Franklin Premier Income Trust shares in Q2 2026, an estimated $24K.
  • Franklin Premier Income Trust made up ﹤0.01% of Capital Investment Advisors's portfolio in Q2 2026, its #783 holding.
  • Capital Investment Advisors first reported a position in Franklin Premier Income Trust in Q4 2013 and has held it in 51 quarters since.
  • Capital Investment Advisors's Franklin Premier Income Trust position peaked at $495K in Q4 2013.
  • 98 funds tracked by Wall St. Rank held Franklin Premier Income Trust as of Q2 2026.

Based on Capital Investment Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.