EFG
PIM

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
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 $4.93B AUM 12.22% 1-Year Est. Return
PAM
PVG Asset Management Golden, Colorado $173M AUM 64.51% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SSWM
Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PM
Penbrook Management New York $132M AUM 29.91% 1-Year Est. Return
GCP
Gill Capital Partners Denver, Colorado $348M AUM 14.74% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Ethos Financial Group's PIM Position: Q1 2026 in Review

Ethos Financial Group held its Franklin Master Intermediate Income Trust (PIM) position steady in Q1 2026 at 46,659 shares worth $156K. The position accounts for 0.01% of the portfolio, ranked #502.

Ethos Financial Group first reported a position in PIM in Q1 2025 and has held it in 5 quarters since. The position peaked at $181K in Q3 2025. 59 funds tracked by Wall St. Rank hold PIM as of Q1 2026.

  • Ethos Financial Group held 46,659 shares of Franklin Master Intermediate Income Trust worth $156K as of Q1 2026.
  • Ethos Financial Group left its Franklin Master Intermediate Income Trust share count unchanged in Q1 2026.
  • Franklin Master Intermediate Income Trust made up 0.01% of Ethos Financial Group's portfolio in Q1 2026, its #502 holding.
  • Ethos Financial Group first reported a position in Franklin Master Intermediate Income Trust in Q1 2025 and has held it in 5 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 Q1 2026.

Based on Ethos Financial Group's 13F filing for Q1 2026, filed 5 May 2026.