GRP
PPT

Global Retirement Partners’s Franklin Premier Income Trust PPT Stock Holding History

Global Retirement Partners’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
2025
Q4 		$36.7K Buy
10,354
+5,282
+104% +$19.1K ﹤0.01% 2539
2025
Q3 		$18.7K Buy
5,072
+4,087
+415% +$15K ﹤0.01% 2434
2025
Q2 		$3.62K Buy
+985
New +$3.57K ﹤0.01% 3022
2024
Q4 		$7.62K Sell
2,141
-3,226
-60% -$11.6K ﹤0.01% 2492
2024
Q3 		$20K Hold
5,367
– – ﹤0.01% 1996
2024
Q2 		$19.2K Hold
5,367
– – ﹤0.01% 2001
2024
Q1 		$18.9K Hold
5,367
– – ﹤0.01% 1841
2023
Q4 		$19.7K Hold
5,367
– – ﹤0.01% 1767
2023
Q3 		$18K Hold
5,367
– – ﹤0.01% 1689
2023
Q2 		$18.9K Hold
5,367
– – ﹤0.01% 1686
2023
Q1 		$19K Hold
5,367
– – ﹤0.01% 1653
2022
Q4 		$19.5K Hold
5,367
– – ﹤0.01% 1493
2022
Q3 		$20K Hold
5,367
– – ﹤0.01% 1399
2022
Q2 		$20K Hold
5,367
– – ﹤0.01% 1355
2022
Q1 		$20K Buy
+5,367
New +$21.7K ﹤0.01% 1348

Other funds holding PPT

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
QCIG
Quad-Cities Investment Group Davenport, Iowa $278M AUM 22.38% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Global Retirement Partners's PPT Position: Q4 2025 in Review

Global Retirement Partners increased its Franklin Premier Income Trust (PPT) stake by 104% in Q4 2025, buying an estimated $19.1K and bringing the position to 10,354 shares worth $36.7K. The position accounts for ﹤0.01% of the portfolio, ranked #2539.

Global Retirement Partners first reported a position in PPT in Q1 2022 and has held it in 15 quarters since. 107 funds tracked by Wall St. Rank hold PPT as of Q4 2025.

  • Global Retirement Partners held 10,354 shares of Franklin Premier Income Trust worth $36.7K as of Q4 2025.
  • Global Retirement Partners bought 5,282 Franklin Premier Income Trust shares in Q4 2025, an estimated $19.1K.
  • Franklin Premier Income Trust made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #2539 holding.
  • Global Retirement Partners first reported a position in Franklin Premier Income Trust in Q1 2022 and has held it in 15 quarters since.
  • 107 funds tracked by Wall St. Rank held Franklin Premier Income Trust as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.