CA
PIM

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
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

PAM
PVG Asset Management Golden, Colorado $173M AUM 64.51% 1-Year Est. Return
SSWM
Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
EA
Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return
VAG
VisionPoint Advisory Group Dallas, Texas $613M AUM 30.37% 1-Year Est. Return
GLLW
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 18.43% 1-Year Est. Return
HWP
Highline Wealth Partners Sherman Oaks, California $493M AUM 19.33% 1-Year Est. Return

CoreCap Advisors's PIM Position: Q2 2026 in Review

CoreCap Advisors held its Franklin Master Intermediate Income Trust (PIM) position steady in Q2 2026 at 130 shares worth $420. The position accounts for ﹤0.01% of the portfolio, ranked #2899.

CoreCap Advisors first reported a position in PIM in Q4 2021 and has held it in 7 quarters since. The position peaked at $1K in Q4 2021. 8 funds tracked by Wall St. Rank hold PIM as of Q2 2026.

  • CoreCap Advisors held 130 shares of Franklin Master Intermediate Income Trust worth $420 as of Q2 2026.
  • CoreCap Advisors left its Franklin Master Intermediate Income Trust share count unchanged in Q2 2026.
  • Franklin Master Intermediate Income Trust made up ﹤0.01% of CoreCap Advisors's portfolio in Q2 2026, its #2899 holding.
  • CoreCap Advisors first reported a position in Franklin Master Intermediate Income Trust in Q4 2021 and has held it in 7 quarters since.
  • CoreCap Advisors's Franklin Master Intermediate Income Trust position peaked at $1K in Q4 2021.
  • 8 funds tracked by Wall St. Rank held Franklin Master Intermediate Income Trust as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.