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Fortitude Advisory Group’s Franklin Master Intermediate Income Trust PIM Stock Holding History

Fortitude Advisory 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
Q3 		$188K Hold
62,135
– – 0.07% 227
2026
Q2 		$201K Buy
62,135
+9,316
+18% +$29.9K 0.08% 218
2026
Q1 		$173K Hold
52,819
– – 0.08% 207
2025
Q4 		$176K Hold
52,819
– – 0.07% 200
2025
Q3 		$182K Hold
52,819
– – 0.1% 197
2025
Q2 		$177K Hold
52,819
– – 0.1% 198
2025
Q1 		$172K Hold
52,819
– – 0.12% 180
2024
Q4 		$172K Buy
52,819
+4,464
+9% +$14.7K 0.1% 185
2024
Q3 		$164K Buy
48,355
+13,475
+39% +$44.8K 0.1% 196
2024
Q2 		$112K Hold
34,880
– – 0.07% 192
2024
Q1 		$112K Hold
34,880
– – 0.06% 209
2023
Q4 		$111K Hold
34,880
– – 0.07% 214
2023
Q3 		$105K Hold
34,880
– – 0.07% 197
2023
Q2 		$110K Hold
34,880
– – 0.08% 203
2023
Q1 		$111K Hold
34,880
– – 0.09% 213
2022
Q4 		$112K Hold
34,880
– – 0.1% 207
2022
Q3 		$113K Buy
34,880
+59
+0.2% +$202 0.11% 193
2022
Q2 		$119K Buy
34,821
+84
+0.2% +$291 0.11% 193
2022
Q1 		$124K Buy
34,737
+77
+0.2% +$280 0.07% 302
2021
Q4 		$137K Buy
+34,660
New +$138K 0.07% 280

Other funds holding PIM

PVG Asset Management
PVG Asset Management Golden, Colorado $147M AUM 52.72% 1-Year Est. Return
Sheets Smith Wealth Management
Sheets Smith Wealth Management Winston-Salem, North Carolina $958M AUM 21.88% 1-Year Est. Return
Shaker Financial Services
Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return
Penbrook Management
Penbrook Management New York $169M AUM 32.52% 1-Year Est. Return
Gill Capital Partners
Gill Capital Partners Denver, Colorado $366M AUM 12.21% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Melfa Wealth Management
Melfa Wealth Management Westborough, Massachusetts $180M AUM 7.86% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return
Eclectic Associates
Eclectic Associates Fullerton, California $895M AUM 10.23% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Fortitude Advisory Group's PIM Position: Q3 2026 in Review

Fortitude Advisory Group held its Franklin Master Intermediate Income Trust (PIM) position steady in Q3 2026 at 62,135 shares worth $188K. The position accounts for 0.07% of the portfolio, ranked #227.

Fortitude Advisory Group first reported a position in PIM in Q4 2021 and has held it in 20 quarters since. The position peaked at $201K in Q2 2026. 26 funds tracked by Wall St. Rank hold PIM as of Q3 2026.

  • Fortitude Advisory Group held 62,135 shares of Franklin Master Intermediate Income Trust worth $188K as of Q3 2026.
  • Fortitude Advisory Group left its Franklin Master Intermediate Income Trust share count unchanged in Q3 2026.
  • Franklin Master Intermediate Income Trust made up 0.07% of Fortitude Advisory Group's portfolio in Q3 2026, its #227 holding.
  • Fortitude Advisory Group first reported a position in Franklin Master Intermediate Income Trust in Q4 2021 and has held it in 20 quarters since.
  • Fortitude Advisory Group's Franklin Master Intermediate Income Trust position peaked at $201K in Q2 2026.
  • 26 funds tracked by Wall St. Rank held Franklin Master Intermediate Income Trust as of Q3 2026.

Based on Fortitude Advisory Group's 13F filing for Q3 2026, filed 15 Oct 2026.