FAG
PIM

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
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

PAM
PVG Asset Management Golden, Colorado $173M AUM 64.51% 1-Year Est. Return
SSWM
Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
PM
Penbrook Management New York $157M AUM 46.57% 1-Year Est. Return
MWM
Melfa Wealth Management Westborough, Massachusetts $185M AUM 17.73% 1-Year Est. Return
EA
Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
WCG
Weaver Consulting Group Huntington Beach, California $488M AUM 17.59% 1-Year Est. Return
VAG
VisionPoint Advisory Group Dallas, Texas $613M AUM 30.37% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Fortitude Advisory Group's PIM Position: Q2 2026 in Review

Fortitude Advisory Group increased its Franklin Master Intermediate Income Trust (PIM) stake by 18% in Q2 2026, buying an estimated $29.9K and bringing the position to 62,135 shares worth $201K. The position accounts for 0.08% of the portfolio, ranked #218.

Fortitude Advisory Group first reported a position in PIM in Q4 2021 and has held it in 19 quarters since. 17 funds tracked by Wall St. Rank hold PIM as of Q2 2026.

  • Fortitude Advisory Group held 62,135 shares of Franklin Master Intermediate Income Trust worth $201K as of Q2 2026.
  • Fortitude Advisory Group bought 9,316 Franklin Master Intermediate Income Trust shares in Q2 2026, an estimated $29.9K.
  • Franklin Master Intermediate Income Trust made up 0.08% of Fortitude Advisory Group's portfolio in Q2 2026, its #218 holding.
  • Fortitude Advisory Group first reported a position in Franklin Master Intermediate Income Trust in Q4 2021 and has held it in 19 quarters since.
  • 17 funds tracked by Wall St. Rank held Franklin Master Intermediate Income Trust as of Q2 2026.

Based on Fortitude Advisory Group's 13F filing for Q2 2026, filed 22 Jul 2026.