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
2026 Q2	$32.2K	Buy	+9,236	New	+$32.2K	﹤0.01%	2788
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 $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

Global Retirement Partners's PPT Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Franklin Premier Income Trust (PPT) in Q2 2026: 9,236 shares worth $32.2K. The stake represents ﹤0.01% of the portfolio and ranks #2788 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in PPT as recently as Q4 2025.

Global Retirement Partners first reported a position in PPT in Q1 2022 and has held it in 16 quarters since. The position peaked at $36.7K in Q4 2025. 99 funds tracked by Wall St. Rank hold PPT as of Q2 2026.

Global Retirement Partners held 9,236 shares of Franklin Premier Income Trust worth $32.2K as of Q2 2026.
Franklin Premier Income Trust was a new Global Retirement Partners position in Q2 2026.
Franklin Premier Income Trust made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #2788 holding.
Global Retirement Partners first reported a position in Franklin Premier Income Trust in Q1 2022 and has held it in 16 quarters since.
Global Retirement Partners's Franklin Premier Income Trust position peaked at $36.7K in Q4 2025.
99 funds tracked by Wall St. Rank held Franklin Premier Income Trust as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.