GWSA
PIM

Global Wealth Strategies & Associates’s Franklin Master Intermediate Income Trust PIM Stock Holding History

Global Wealth Strategies & Associates’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 		– Sell
-9,220
Closed -$30.1K – 352
2026
Q1 		$30.1K Hold
9,220
– – 0.01% 217
2025
Q4 		$30.8K Hold
9,220
– – 0.01% 201
2025
Q3 		$31.7K Buy
+9,220
New +$31.1K 0.01% 184

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
EA
Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return
VAG
VisionPoint Advisory Group Dallas, Texas $613M AUM 30.37% 1-Year Est. Return
GLLW
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 18.43% 1-Year Est. Return
HWP
Highline Wealth Partners Sherman Oaks, California $493M AUM 19.33% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Global Wealth Strategies & Associates's PIM Position: Q2 2026 in Review

Global Wealth Strategies & Associates sold out of Franklin Master Intermediate Income Trust (PIM) in Q2 2026, closing a stake of 9,220 shares — an estimated $30.1K sold.

Global Wealth Strategies & Associates first reported a position in PIM in Q3 2025 and held it in 3 quarters. The position peaked at $31.7K in Q3 2025. 8 funds tracked by Wall St. Rank hold PIM as of Q2 2026.

  • Global Wealth Strategies & Associates reported no remaining Franklin Master Intermediate Income Trust position as of Q2 2026 after selling out during the quarter.
  • Global Wealth Strategies & Associates sold 9,220 Franklin Master Intermediate Income Trust shares in Q2 2026, an estimated $30.1K.
  • Global Wealth Strategies & Associates first reported a position in Franklin Master Intermediate Income Trust in Q3 2025 and held it in 3 quarters.
  • Global Wealth Strategies & Associates's Franklin Master Intermediate Income Trust position peaked at $31.7K in Q3 2025.
  • 8 funds tracked by Wall St. Rank held Franklin Master Intermediate Income Trust as of Q2 2026.

Based on Global Wealth Strategies & Associates's 13F filing for Q2 2026, filed 1 Jul 2026.