Cetera Investment Advisers
PIM

Cetera Investment Advisers’s Franklin Master Intermediate Income Trust PIM Stock Holding History

Cetera Investment Advisers’s Portfolio PIM Stock Details PIM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$133K Buy
40,701
+854
+2% +$2.8K ﹤0.01% 4382
2025
Q4 		$133K Buy
39,847
+2,544
+7% +$8.49K ﹤0.01% 4336
2025
Q3 		$128K Buy
37,303
+24,488
+191% +$82.5K ﹤0.01% 4276
2025
Q2 		$42.9K Hold
12,815
– – ﹤0.01% 3983
2025
Q1 		$42.5K Buy
+12,815
New +$42.3K ﹤0.01% 3873
2024
Q4 		– Sell
-17,845
Closed -$60.5K – 3866
2024
Q3 		$60.5K Sell
17,845
-13,547
-43% -$45K ﹤0.01% 3586
2024
Q2 		$101K Buy
+31,392
New +$99.3K ﹤0.01% 3510
2019
Q1 		– Sell
-10,196
Closed -$43K – 501
2018
Q4 		$43K Hold
10,196
– – 0.01% 446
2018
Q3 		$46K Hold
10,196
– – 0.01% 478
2018
Q2 		$48K Buy
+10,196
New +$48.2K 0.01% 420

Other funds holding PIM

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
PAM
PVG Asset Management Golden, Colorado $173M AUM 64.51% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SSWM
Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PM
Penbrook Management New York $132M AUM 29.91% 1-Year Est. Return
GCP
Gill Capital Partners Denver, Colorado $348M AUM 14.74% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Cetera Investment Advisers's PIM Position: Q1 2026 in Review

Cetera Investment Advisers increased its Franklin Master Intermediate Income Trust (PIM) stake by 2.1% in Q1 2026, buying an estimated $2.8K and bringing the position to 40,701 shares worth $133K. The position accounts for ﹤0.01% of the portfolio, ranked #4382.

Cetera Investment Advisers first reported a position in PIM in Q2 2018 and has held it in 10 quarters since. 59 funds tracked by Wall St. Rank hold PIM as of Q1 2026.

  • Cetera Investment Advisers held 40,701 shares of Franklin Master Intermediate Income Trust worth $133K as of Q1 2026.
  • Cetera Investment Advisers bought 854 Franklin Master Intermediate Income Trust shares in Q1 2026, an estimated $2.8K.
  • Franklin Master Intermediate Income Trust made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q1 2026, its #4382 holding.
  • Cetera Investment Advisers first reported a position in Franklin Master Intermediate Income Trust in Q2 2018 and has held it in 10 quarters since.
  • 59 funds tracked by Wall St. Rank held Franklin Master Intermediate Income Trust as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.