Creative Planning
PPT

Creative Planning’s Franklin Premier Income Trust PPT Stock Holding History

Creative Planning’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 		$287K Hold
82,115
– – ﹤0.01% 3607
2026
Q1 		$292K Buy
82,115
+3,547
+5% +$12.7K ﹤0.01% 3449
2025
Q4 		$278K Hold
78,568
– – ﹤0.01% 3297
2025
Q3 		$290K Buy
78,568
+1
+0% +$4 ﹤0.01% 3177
2025
Q2 		$288K Hold
78,567
– – ﹤0.01% 2928
2025
Q1 		$284K Hold
78,567
– – ﹤0.01% 2807
2024
Q4 		$280K Buy
78,567
+1,100
+1% +$3.96K ﹤0.01% 2719
2024
Q3 		$289K Sell
77,467
-6,400
-8% -$23.4K ﹤0.01% 2548
2024
Q2 		$300K Buy
83,867
+6,400
+8% +$22.3K ﹤0.01% 2350
2024
Q1 		$273K Sell
77,467
-14,689
-16% -$52.9K ﹤0.01% 2330
2023
Q4 		$329K Sell
92,156
-74,537
-45% -$256K ﹤0.01% 2020
2023
Q3 		$558K Buy
166,693
+149,417
+865% +$527K ﹤0.01% 1492
2023
Q2 		$60.8K Buy
17,276
+1,100
+7% +$3.92K ﹤0.01% 2421
2023
Q1 		$57.6K Sell
16,176
-300
-2% -$1.11K ﹤0.01% 2331
2022
Q4 		$59.8K Buy
16,476
+4,239
+35% +$15.4K ﹤0.01% 2208
2022
Q3 		$44K Sell
12,237
-790
-6% -$3.01K ﹤0.01% 2125
2022
Q2 		$50K Hold
13,027
– – ﹤0.01% 2055
2022
Q1 		$52K Hold
13,027
– – ﹤0.01% 2059
2021
Q4 		$56K Hold
13,027
– – ﹤0.01% 1991
2021
Q3 		$60K Hold
13,027
– – ﹤0.01% 1983
2021
Q2 		$61K Sell
13,027
-1,285
-9% -$6.05K ﹤0.01% 1923
2021
Q1 		$70K Buy
14,312
+1,975
+16% +$9.35K ﹤0.01% 2307
2020
Q4 		$57K Hold
12,337
– – ﹤0.01% 2090
2020
Q3 		$55K Sell
12,337
-351
-3% -$1.63K ﹤0.01% 1895
2020
Q2 		$60K Hold
12,688
– – ﹤0.01% 1743
2020
Q1 		$58K Sell
12,688
-455
-3% -$2.34K ﹤0.01% 1612
2019
Q4 		$71K Sell
13,143
-800
-6% -$4.3K ﹤0.01% 1791
2019
Q3 		$73K Hold
13,943
– – ﹤0.01% 1755
2019
Q2 		$72K Sell
13,943
-11,851
-46% -$60.9K ﹤0.01% 1779
2019
Q1 		$133K Sell
25,794
-5,975
-19% -$29.8K ﹤0.01% 1659
2018
Q4 		$149K Buy
31,769
+13,148
+71% +$65K ﹤0.01% 1570
2018
Q3 		$98K Sell
18,621
-6,678
-26% -$35K ﹤0.01% 1796
2018
Q2 		$132K Sell
25,299
-597
-2% -$3.19K ﹤0.01% 1720
2018
Q1 		$135K Buy
25,896
+5,080
+24% +$26.5K ﹤0.01% 1694
2017
Q4 		$111K Buy
+20,816
New +$110K ﹤0.01% 1717
2017
Q3 		– Sell
-8,039
Closed -$44K – 3236
2017
Q2 		$44K Sell
8,039
-1,139
-12% -$5.98K ﹤0.01% 2613
2017
Q1 		$48K Sell
9,178
-6,177
-40% -$32.2K ﹤0.01% 2506
2016
Q4 		$76K Buy
15,355
+9,151
+148% +$44.4K ﹤0.01% 2055
2016
Q3 		$30K Buy
6,204
+1,000
+19% +$4.82K ﹤0.01% 2742
2016
Q2 		$24K Sell
5,204
-3,400
-40% -$16.1K ﹤0.01% 2667
2016
Q1 		$41K Buy
8,604
+120
+1% +$560 ﹤0.01% 2233
2015
Q4 		$42K Buy
8,484
+2,848
+51% +$14.1K ﹤0.01% 2260
2015
Q3 		$28K Buy
+5,636
New +$28.2K ﹤0.01% 2471
2015
Q2 		– Sell
-3,660
Closed -$19K – 2504
2015
Q1 		$19K Sell
3,660
-560
-13% -$2.93K ﹤0.01% 2757
2014
Q4 		$22K Buy
4,220
+2,650
+169% +$14.2K ﹤0.01% 2587
2014
Q3 		$9K Sell
1,570
-11,999
-88% -$65.9K ﹤0.01% 3006
2014
Q2 		$75K Buy
13,569
+12,100
+824% +$67K ﹤0.01% 1617
2014
Q1 		$8K Buy
1,469
+942
+179% +$5.15K ﹤0.01% 2863
2013
Q4 		$3K Sell
527
-790
-60% -$4.25K ﹤0.01% 3013
2013
Q3 		$7K Sell
1,317
-10,860
-89% -$57.3K ﹤0.01% 2623
2013
Q2 		$65K Buy
+12,177
New +$66.4K ﹤0.01% 1233

Other funds holding PPT

SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 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
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 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
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
QCIG
Quad-Cities Investment Group Davenport, Iowa $278M AUM 22.38% 1-Year Est. Return

Creative Planning's PPT Position: Q2 2026 in Review

Creative Planning held its Franklin Premier Income Trust (PPT) position steady in Q2 2026 at 82,115 shares worth $287K. The position accounts for ﹤0.01% of the portfolio, ranked #3607.

Creative Planning first reported a position in PPT in Q2 2013 and has held it in 51 quarters since. The position peaked at $558K in Q3 2023. 99 funds tracked by Wall St. Rank hold PPT as of Q2 2026.

  • Creative Planning held 82,115 shares of Franklin Premier Income Trust worth $287K as of Q2 2026.
  • Creative Planning left its Franklin Premier Income Trust share count unchanged in Q2 2026.
  • Franklin Premier Income Trust made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3607 holding.
  • Creative Planning first reported a position in Franklin Premier Income Trust in Q2 2013 and has held it in 51 quarters since.
  • Creative Planning's Franklin Premier Income Trust position peaked at $558K in Q3 2023.
  • 99 funds tracked by Wall St. Rank held Franklin Premier Income Trust as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.