EP
PPT

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

Essential 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
2025
Q1 		– Sell
-226,850
Closed -$817K – 245
2024
Q4 		$817K Buy
+226,850
New +$816K 0.01% 239

Other funds holding PPT

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
QCIG
Quad-Cities Investment Group Davenport, Iowa $278M AUM 22.38% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Essential Planning's PPT Position: Q1 2025 in Review

Essential Planning sold out of Franklin Premier Income Trust (PPT) in Q1 2025, closing a stake of 226,850 shares — an estimated $817K sold.

Essential Planning first reported a position in PPT in Q4 2024 and held it in 1 quarter. The position peaked at $817K in Q4 2024. 90 funds tracked by Wall St. Rank hold PPT as of Q1 2025.

  • Essential Planning reported no remaining Franklin Premier Income Trust position as of Q1 2025 after selling out during the quarter.
  • Essential Planning sold 226,850 Franklin Premier Income Trust shares in Q1 2025, an estimated $817K.
  • Essential Planning first reported a position in Franklin Premier Income Trust in Q4 2024 and held it in 1 quarter.
  • Essential Planning's Franklin Premier Income Trust position peaked at $817K in Q4 2024.
  • 90 funds tracked by Wall St. Rank held Franklin Premier Income Trust as of Q1 2025.

Based on Essential Planning's 13F filing for Q1 2025, filed 8 May 2025.