Fortitude Advisory Group’s Franklin Premier Income Trust PPT Stock Holding History

Fortitude Advisory 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	$62.4K	Hold	17,886	–	–	0.02%	235
2026 Q1	$63.5K	Hold	17,886	–	–	0.03%	222
2025 Q4	$63.3K	Hold	17,886	–	–	0.03%	214
2025 Q3	$66K	Hold	17,886	–	–	0.04%	214
2025 Q2	$65.6K	Hold	17,886	–	–	0.04%	213
2025 Q1	$63.5K	Hold	17,886	–	–	0.05%	199
2024 Q4	$63.7K	Hold	17,886	–	–	0.04%	198
2024 Q3	$66.7K	Hold	17,886	–	–	0.04%	205
2024 Q2	$64K	Sell	17,886 -500	-3%	-$1.75K	0.04%	198
2024 Q1	$64.7K	Hold	18,386	–	–	0.04%	215
2023 Q4	$65.6K	Hold	18,386	–	–	0.04%	220
2023 Q3	$61.6K	Hold	18,386	–	–	0.04%	203
2023 Q2	$64.7K	Hold	18,386	–	–	0.05%	210
2023 Q1	$65.5K	Hold	18,386	–	–	0.05%	217
2022 Q4	$66.7K	Hold	18,386	–	–	0.06%	213
2022 Q3	$66K	Hold	18,386	–	–	0.06%	197
2022 Q2	$70K	Hold	18,386	–	–	0.06%	195
2022 Q1	$73K	Buy	18,386 +2,512	+16%	+$10.2K	0.04%	422
2021 Q4	$68K	Buy	+15,874	New	+$70K	0.03%	455

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

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

Fortitude Advisory Group held its Franklin Premier Income Trust (PPT) position steady in Q2 2026 at 17,886 shares worth $62.4K. The position accounts for 0.02% of the portfolio, ranked #235.

Fortitude Advisory Group first reported a position in PPT in Q4 2021 and has held it in 19 quarters since. The position peaked at $73K in Q1 2022. 98 funds tracked by Wall St. Rank hold PPT as of Q2 2026.

Fortitude Advisory Group held 17,886 shares of Franklin Premier Income Trust worth $62.4K as of Q2 2026.
Fortitude Advisory Group left its Franklin Premier Income Trust share count unchanged in Q2 2026.
Franklin Premier Income Trust made up 0.02% of Fortitude Advisory Group's portfolio in Q2 2026, its #235 holding.
Fortitude Advisory Group first reported a position in Franklin Premier Income Trust in Q4 2021 and has held it in 19 quarters since.
Fortitude Advisory Group's Franklin Premier Income Trust position peaked at $73K in Q1 2022.
98 funds tracked by Wall St. Rank held Franklin Premier Income Trust as of Q2 2026.

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