Ethos Financial Group’s Franklin Premier Income Trust PPT Stock Holding History

Ethos Financial Group’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	$92.6K	Hold	26,526	–	–	0.01%	616
2026 Q1	$93.9K	Hold	26,526	–	–	0.01%	518
2025 Q4	$93.9K	Hold	26,526	–	–	0.01%	508
2025 Q3	$97.9K	Hold	26,526	–	–	0.01%	485
2025 Q2	$97.3K	Hold	26,526	–	–	0.01%	450
2025 Q1	$95.8K	Buy	+26,526	New	+$95.2K	0.01%	427

Other funds holding PPT

SIA

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

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

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 Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

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 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

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

Ethos Financial Group held its Franklin Premier Income Trust (PPT) position steady in Q2 2026 at 26,526 shares worth $92.6K. The position accounts for 0.01% of the portfolio, ranked #616.

Ethos Financial Group first reported a position in PPT in Q1 2025 and has held it in 6 quarters since. The position peaked at $97.9K in Q3 2025. 98 funds tracked by Wall St. Rank hold PPT as of Q2 2026.

Ethos Financial Group held 26,526 shares of Franklin Premier Income Trust worth $92.6K as of Q2 2026.
Ethos Financial Group left its Franklin Premier Income Trust share count unchanged in Q2 2026.
Franklin Premier Income Trust made up 0.01% of Ethos Financial Group's portfolio in Q2 2026, its #616 holding.
Ethos Financial Group first reported a position in Franklin Premier Income Trust in Q1 2025 and has held it in 6 quarters since.
Ethos Financial Group's Franklin Premier Income Trust position peaked at $97.9K in Q3 2025.
98 funds tracked by Wall St. Rank held Franklin Premier Income Trust as of Q2 2026.

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