Focus Partners Wealth
PPT

Focus Partners Wealth’s Franklin Premier Income Trust PPT Stock Holding History

Focus Partners Wealth’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 		$656K Buy
187,994
+53
+0% +$185 ﹤0.01% 1831
2026
Q1 		$667K Buy
187,941
+10,678
+6% +$38.3K ﹤0.01% 1791
2025
Q4 		$628K Buy
+177,263
New +$640K ﹤0.01% 1851

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

Focus Partners Wealth's PPT Position: Q2 2026 in Review

Focus Partners Wealth increased its Franklin Premier Income Trust (PPT) stake by 0.03% in Q2 2026, buying an estimated $185 and bringing the position to 187,994 shares worth $656K. The position accounts for ﹤0.01% of the portfolio, ranked #1831.

Focus Partners Wealth first reported a position in PPT in Q4 2025 and has held it in 3 quarters since. The position peaked at $667K in Q1 2026. 98 funds tracked by Wall St. Rank hold PPT as of Q2 2026.

  • Focus Partners Wealth held 187,994 shares of Franklin Premier Income Trust worth $656K as of Q2 2026.
  • Focus Partners Wealth bought 53 Franklin Premier Income Trust shares in Q2 2026, an estimated $185.
  • Franklin Premier Income Trust made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #1831 holding.
  • Focus Partners Wealth first reported a position in Franklin Premier Income Trust in Q4 2025 and has held it in 3 quarters since.
  • Focus Partners Wealth's Franklin Premier Income Trust position peaked at $667K in Q1 2026.
  • 98 funds tracked by Wall St. Rank held Franklin Premier Income Trust as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.