CoreCap Advisors’s Franklin Master Intermediate Income Trust PIM Stock Holding History

CoreCap Advisors’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 Q3	$393	Hold	130	–	–	﹤0.01%	2852
2026 Q2	$420	Hold	130	–	–	﹤0.01%	2899
2026 Q1	$425	Hold	130	–	–	﹤0.01%	2677
2025 Q4	$434	Buy	+130	New	+$434	﹤0.01%	2723
2024 Q2	–	Sell	-130	Closed	-$416	–	2323
2024 Q1	$416	Buy	+130	New	+$417	﹤0.01%	2353
2022 Q4	$416	Buy	+130	New	+$427	﹤0.01%	2196
2022 Q3	–	Sell	-130	Closed	–	–	1645
2022 Q2	$0	Buy	+130	New	+$451	﹤0.01%	2237
2022 Q1	–	Sell	-130	Closed	-$1K	–	1648
2021 Q4	$1K	Buy	+130	New	+$516	﹤0.01%	2203

Other funds holding PIM

PVG Asset Management Golden, Colorado $147M AUM 52.72% 1-Year Est. Return

Sheets Smith Wealth Management Winston-Salem, North Carolina $958M AUM 21.88% 1-Year Est. Return

Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return

Penbrook Management New York $169M AUM 32.52% 1-Year Est. Return

Gill Capital Partners Denver, Colorado $366M AUM 12.21% 1-Year Est. Return

Eclectic Associates Fullerton, California $895M AUM 10.23% 1-Year Est. Return

FAG

Fortitude Advisory Group Gig Harbor, Washington $262M AUM 30.62% 1-Year Est. Return

Mezzasalma Advisors Tinton Falls, New Jersey $493M AUM 39.08% 1-Year Est. Return

Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return

VisionPoint Advisory Group Dallas, Texas $636M AUM 21.4% 1-Year Est. Return

CoreCap Advisors's PIM Position: Q3 2026 in Review

CoreCap Advisors held its Franklin Master Intermediate Income Trust (PIM) position steady in Q3 2026 at 130 shares worth $393. The position accounts for ﹤0.01% of the portfolio, ranked #2852.

CoreCap Advisors first reported a position in PIM in Q4 2021 and has held it in 8 quarters since. The position peaked at $1K in Q4 2021. 15 funds tracked by Wall St. Rank hold PIM as of Q3 2026.

CoreCap Advisors held 130 shares of Franklin Master Intermediate Income Trust worth $393 as of Q3 2026.
CoreCap Advisors left its Franklin Master Intermediate Income Trust share count unchanged in Q3 2026.
Franklin Master Intermediate Income Trust made up ﹤0.01% of CoreCap Advisors's portfolio in Q3 2026, its #2852 holding.
CoreCap Advisors first reported a position in Franklin Master Intermediate Income Trust in Q4 2021 and has held it in 8 quarters since.
CoreCap Advisors's Franklin Master Intermediate Income Trust position peaked at $1K in Q4 2021.
15 funds tracked by Wall St. Rank held Franklin Master Intermediate Income Trust as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.