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

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

Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

VAG

VisionPoint Advisory Group Dallas, Texas $613M AUM 30.37% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

GLLW

Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 18.43% 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. 16 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.
16 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.