Ethos Financial Group’s Franklin Master Intermediate Income Trust PIM Stock Holding History

Ethos Financial Group’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	$145K	Sell	44,826 -1,833	-4%	-$5.88K	0.01%	600
2026 Q1	$156K	Hold	46,659	–	–	0.01%	502
2025 Q4	$156K	Sell	46,659 -6,029	-11%	-$20.1K	0.01%	490
2025 Q3	$181K	Buy	52,688 +2,872	+6%	+$9.68K	0.01%	462
2025 Q2	$167K	Sell	49,816 -1,091	-2%	-$3.6K	0.01%	428
2025 Q1	$169K	Buy	+50,907	New	+$168K	0.02%	402

Other funds holding PIM

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

PAM

PVG Asset Management Golden, Colorado $173M AUM 64.51% 1-Year Est. Return

Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return

SSWM

Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Penbrook Management New York $157M AUM 46.57% 1-Year Est. Return

GCP

Gill Capital Partners Denver, Colorado $378M AUM 18.32% 1-Year Est. Return

Ethos Financial Group's PIM Position: Q2 2026 in Review

Ethos Financial Group reduced its Franklin Master Intermediate Income Trust (PIM) stake by 3.9% in Q2 2026, selling an estimated $5.88K and leaving 44,826 shares worth $145K. The position accounts for 0.01% of the portfolio, ranked #600.

Ethos Financial Group first reported a position in PIM in Q1 2025 and has held it in 6 quarters since. The position peaked at $181K in Q3 2025. 59 funds tracked by Wall St. Rank hold PIM as of Q2 2026.

Ethos Financial Group held 44,826 shares of Franklin Master Intermediate Income Trust worth $145K as of Q2 2026.
Ethos Financial Group sold 1,833 Franklin Master Intermediate Income Trust shares in Q2 2026, an estimated $5.88K.
Franklin Master Intermediate Income Trust made up 0.01% of Ethos Financial Group's portfolio in Q2 2026, its #600 holding.
Ethos Financial Group first reported a position in Franklin Master Intermediate Income Trust in Q1 2025 and has held it in 6 quarters since.
Ethos Financial Group's Franklin Master Intermediate Income Trust position peaked at $181K in Q3 2025.
59 funds tracked by Wall St. Rank held Franklin Master Intermediate Income Trust as of Q2 2026.

Based on Ethos Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.