Carson Wealth (CWM LLC)
PPT

Carson Wealth (CWM LLC)’s Franklin Premier Income Trust PPT Stock Holding History

Carson Wealth (CWM LLC)’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
Q1 		– Sell
-5,600
Closed -$20K – 5768
2025
Q4 		$20K Buy
+5,600
New +$20.2K ﹤0.01% 4179
2025
Q3 		– Sell
-525
Closed -$2K – 5478
2025
Q2 		$2K Hold
525
– – ﹤0.01% 4915
2025
Q1 		$2K Hold
525
– – ﹤0.01% 4802
2024
Q4 		$2K Hold
525
– – ﹤0.01% 4592
2024
Q3 		$2K Buy
+525
New +$1.92K ﹤0.01% 4445
2022
Q2 		– Sell
-18,100
Closed -$72K – 4035
2022
Q1 		$72K Hold
18,100
– – ﹤0.01% 1455
2021
Q4 		$77K Buy
+18,100
New +$79.8K ﹤0.01% 1405
2021
Q2 		$47K Hold
10,100
– – ﹤0.01% 1425
2021
Q1 		$47K Hold
10,100
– – ﹤0.01% 1425
2020
Q4 		$47K Hold
10,100
– – ﹤0.01% 1425
2020
Q3 		$47K Hold
10,100
– – ﹤0.01% 1425
2020
Q2 		$47K Hold
10,100
– – ﹤0.01% 1425
2020
Q1 		$47K Hold
10,100
– – ﹤0.01% 1425
2019
Q4 		$47K Hold
10,100
– – ﹤0.01% 1425
2019
Q3 		$47K Hold
10,100
– – ﹤0.01% 1425
2019
Q2 		$47K Hold
10,100
– – ﹤0.01% 1425
2019
Q1 		$47K Sell
10,100
-2,761
-21% -$13.8K ﹤0.01% 1425
2018
Q4 		$60K Buy
+12,861
New +$63.6K ﹤0.01% 839

Other funds holding PPT

SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 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
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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
QCIG
Quad-Cities Investment Group Davenport, Iowa $278M AUM 22.38% 1-Year Est. Return

Carson Wealth (CWM LLC)'s PPT Position: Q1 2026 in Review

Carson Wealth (CWM LLC) sold out of Franklin Premier Income Trust (PPT) in Q1 2026, closing a stake of 5,600 shares — an estimated $20K sold.

Carson Wealth (CWM LLC) first reported a position in PPT in Q4 2018 and held it in 18 quarters. The position peaked at $77K in Q4 2021. 94 funds tracked by Wall St. Rank hold PPT as of Q1 2026.

  • Carson Wealth (CWM LLC) reported no remaining Franklin Premier Income Trust position as of Q1 2026 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 5,600 Franklin Premier Income Trust shares in Q1 2026, an estimated $20K.
  • Carson Wealth (CWM LLC) first reported a position in Franklin Premier Income Trust in Q4 2018 and held it in 18 quarters.
  • Carson Wealth (CWM LLC)'s Franklin Premier Income Trust position peaked at $77K in Q4 2021.
  • 94 funds tracked by Wall St. Rank held Franklin Premier Income Trust as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.