Commonwealth Equity Services
PPT

Commonwealth Equity Services’s Franklin Premier Income Trust PPT Stock Holding History

Commonwealth Equity Services’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 		$271K Sell
77,638
-4,852
-6% -$16.9K ﹤0.01% 3852
2026
Q1 		$293K Buy
82,490
+6,104
+8% +$21.9K ﹤0.01% 3665
2025
Q4 		$270K Sell
76,386
-8,948
-10% -$32.3K ﹤0.01% 3747
2025
Q3 		$315K Sell
85,334
-35,220
-29% -$130K ﹤0.01% 3592
2025
Q2 		$442K Sell
120,554
-7,778
-6% -$28.2K ﹤0.01% 3257
2025
Q1 		$463K Sell
128,332
-36,739
-22% -$132K ﹤0.01% 3087
2024
Q4 		$588K Sell
165,071
-8,718
-5% -$31.4K ﹤0.01% 2834
2024
Q3 		$648K Sell
173,789
-2,860
-2% -$10.5K ﹤0.01% 2688
2024
Q2 		$632K Sell
176,649
-2,041
-1% -$7.12K ﹤0.01% 2637
2024
Q1 		$629K Sell
178,690
-955
-0.5% -$3.44K ﹤0.01% 2622
2023
Q4 		$641K Buy
179,645
+10,110
+6% +$34.7K ﹤0.01% 2511
2023
Q3 		$568K Sell
169,535
-67,105
-28% -$237K ﹤0.01% 2480
2023
Q2 		$833K Sell
236,640
-98,659
-29% -$351K ﹤0.01% 2231
2023
Q1 		$1.19K Sell
335,299
-6,016
-2% -$22.3K ﹤0.01% 1920
2022
Q4 		$1.24M Sell
341,315
-3,856
-1% -$14K ﹤0.01% 1819
2022
Q3 		$1.24M Buy
345,171
+25,700
+8% +$98.1K ﹤0.01% 1753
2022
Q2 		$1.21M Sell
319,471
-7,343
-2% -$28.3K ﹤0.01% 1744
2022
Q1 		$1.3M Sell
326,814
-8,670
-3% -$35.1K ﹤0.01% 1793
2021
Q4 		$1.43M Buy
335,484
+9,046
+3% +$39.9K ﹤0.01% 1720
2021
Q3 		$1.49M Sell
326,438
-4,352
-1% -$20K ﹤0.01% 1629
2021
Q2 		$1.54M Buy
330,790
+4,920
+2% +$23.2K ﹤0.01% 1604
2021
Q1 		$1.59M Buy
325,870
+40,103
+14% +$190K ﹤0.01% 1479
2020
Q4 		$1.33M Buy
285,767
+24,392
+9% +$111K ﹤0.01% 1475
2020
Q3 		$1.16M Buy
261,375
+92,096
+54% +$427K ﹤0.01% 1406
2020
Q2 		$802K Buy
169,279
+27,245
+19% +$128K ﹤0.01% 1559
2020
Q1 		$644K Buy
142,034
+47,776
+51% +$245K ﹤0.01% 1537
2019
Q4 		$511K Buy
94,258
+8,867
+10% +$47.7K ﹤0.01% 1901
2019
Q3 		$449K Sell
85,391
-17,777
-17% -$93.5K ﹤0.01% 1905
2019
Q2 		$529K Sell
103,168
-118,467
-53% -$609K ﹤0.01% 1758
2019
Q1 		$1.14M Sell
221,635
-160,486
-42% -$801K 0.01% 1219
2018
Q4 		$1.79M Sell
382,121
-99,500
-21% -$492K 0.01% 901
2018
Q3 		$2.53M Buy
481,621
+78,681
+20% +$413K 0.01% 817
2018
Q2 		$2.11M Buy
402,940
+219,796
+120% +$1.17M 0.01% 877
2018
Q1 		$957K Buy
183,144
+82,998
+83% +$434K 0.01% 1279
2017
Q4 		$534K Sell
100,146
-1,054
-1% -$5.56K ﹤0.01% 1650
2017
Q3 		$538K Buy
101,200
+2,200
+2% +$11.8K ﹤0.01% 1564
2017
Q2 		$538K Buy
99,000
+17,792
+22% +$93.4K ﹤0.01% 1526
2017
Q1 		$428K Buy
81,208
+55,889
+221% +$291K ﹤0.01% 1609
2016
Q4 		$126K Buy
25,319
+4,934
+24% +$23.9K ﹤0.01% 2166
2016
Q3 		$100K Sell
20,385
-251
-1% -$1.21K ﹤0.01% 2113
2016
Q2 		$97K Sell
20,636
-2,717
-12% -$12.8K ﹤0.01% 2109
2016
Q1 		$111K Buy
23,353
+10,378
+80% +$48.5K ﹤0.01% 2043
2015
Q4 		$64K Sell
12,975
-5,939
-31% -$29.5K ﹤0.01% 2084
2015
Q3 		$92K Buy
18,914
+5,053
+36% +$25.3K ﹤0.01% 1992
2015
Q2 		$71K Buy
13,861
+1,261
+10% +$6.59K ﹤0.01% 2112
2015
Q1 		$66K Sell
12,600
-63
-0.5% -$330 ﹤0.01% 2097
2014
Q4 		$66K Buy
+12,663
New +$68.1K ﹤0.01% 2013
2014
Q3 		– Sell
-12,222
Closed -$68K – 2130
2014
Q2 		$68K Sell
12,222
-2,376
-16% -$13.2K ﹤0.01% 1969
2014
Q1 		$81K Sell
14,598
-2,988
-17% -$16.3K ﹤0.01% 1907
2013
Q4 		$96K Sell
17,586
-2,455
-12% -$13.2K ﹤0.01% 1820
2013
Q3 		$105K Sell
20,041
-4,522
-18% -$23.9K ﹤0.01% 1756
2013
Q2 		$131K Buy
+24,563
New +$134K ﹤0.01% 1657

Other funds holding PPT

RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
QCIG
Quad-Cities Investment Group Davenport, Iowa $278M AUM 22.38% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
MCP
Mirador Capital Partners Pleasanton, California $817M AUM 42.46% 1-Year Est. Return
GWM
Gilpin Wealth Management Denver, Colorado $145M AUM
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
VBCG
Valley Brook Capital Group Venetia, Pennsylvania $176M AUM 41.06% 1-Year Est. Return
CCFM
Clear Creek Financial Management Silverdale, Washington $1.56B AUM 31.02% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return

Commonwealth Equity Services's PPT Position: Q2 2026 in Review

Commonwealth Equity Services reduced its Franklin Premier Income Trust (PPT) stake by 5.9% in Q2 2026, selling an estimated $16.9K and leaving 77,638 shares worth $271K. The position accounts for ﹤0.01% of the portfolio, ranked #3852.

Commonwealth Equity Services first reported a position in PPT in Q2 2013 and has held it in 52 quarters since. The position peaked at $2.53M in Q3 2018. 33 funds tracked by Wall St. Rank hold PPT as of Q2 2026.

  • Commonwealth Equity Services held 77,638 shares of Franklin Premier Income Trust worth $271K as of Q2 2026.
  • Commonwealth Equity Services sold 4,852 Franklin Premier Income Trust shares in Q2 2026, an estimated $16.9K.
  • Franklin Premier Income Trust made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #3852 holding.
  • Commonwealth Equity Services first reported a position in Franklin Premier Income Trust in Q2 2013 and has held it in 52 quarters since.
  • Commonwealth Equity Services's Franklin Premier Income Trust position peaked at $2.53M in Q3 2018.
  • 33 funds tracked by Wall St. Rank held Franklin Premier Income Trust as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.