GWSG
PIM

GPS Wealth Strategies Group’s Franklin Master Intermediate Income Trust PIM Stock Holding History

GPS Wealth Strategies 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
2025
Q4 		– Sell
-840
Closed -$2.89K – 1286
2025
Q3 		$2.89K Buy
840
+16
+2% +$54 ﹤0.01% 1368
2025
Q2 		$2.76K Buy
824
+16
+2% +$53 ﹤0.01% 1319
2025
Q1 		$2.68K Buy
808
+21
+3% +$69 ﹤0.01% 1264
2024
Q4 		$2.57K Buy
787
+15
+2% +$49 ﹤0.01% 1210
2024
Q3 		$2.62K Buy
772
+16
+2% +$53 ﹤0.01% 1201
2024
Q2 		$2.44K Buy
756
+15
+2% +$47 ﹤0.01% 1184
2024
Q1 		$2.37K Sell
741
-227
-23% -$728 ﹤0.01% 1115
2023
Q4 		$3.09K Buy
968
+21
+2% +$64 ﹤0.01% 1063
2023
Q3 		$2.86K Buy
947
+19
+2% +$60 ﹤0.01% 1073
2023
Q2 		$2.93K Buy
928
+19
+2% +$60 ﹤0.01% 1066
2023
Q1 		$2.89K Buy
+909
New +$2.96K ﹤0.01% 1079
2022
Q4 		– Sell
-873
Closed -$3K – 813
2022
Q3 		$3K Buy
873
+16
+2% +$55 ﹤0.01% 1000
2022
Q2 		$3K Buy
857
+16
+2% +$55 ﹤0.01% 987
2022
Q1 		$3K Buy
841
+15
+2% +$54 ﹤0.01% 944
2021
Q4 		$3K Buy
826
+13
+2% +$52 ﹤0.01% 951
2021
Q3 		$3K Buy
813
+13
+2% +$54 ﹤0.01% 913
2021
Q2 		$3K Hold
800
– – ﹤0.01% 931
2021
Q1 		$3K Buy
+800
New +$3.37K ﹤0.01% 831

Other funds holding PIM

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return
PAM
PVG Asset Management Golden, Colorado $173M AUM 64.51% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
SSWM
Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PM
Penbrook Management New York $132M AUM 29.91% 1-Year Est. Return
GCP
Gill Capital Partners Denver, Colorado $348M AUM 14.74% 1-Year Est. Return

GPS Wealth Strategies Group's PIM Position: Q4 2025 in Review

GPS Wealth Strategies Group sold out of Franklin Master Intermediate Income Trust (PIM) in Q4 2025, closing a stake of 840 shares — an estimated $2.89K sold.

GPS Wealth Strategies Group first reported a position in PIM in Q1 2021 and held it in 18 quarters. The position peaked at $3.09K in Q4 2023. 60 funds tracked by Wall St. Rank hold PIM as of Q4 2025.

  • GPS Wealth Strategies Group reported no remaining Franklin Master Intermediate Income Trust position as of Q4 2025 after selling out during the quarter.
  • GPS Wealth Strategies Group sold 840 Franklin Master Intermediate Income Trust shares in Q4 2025, an estimated $2.89K.
  • GPS Wealth Strategies Group first reported a position in Franklin Master Intermediate Income Trust in Q1 2021 and held it in 18 quarters.
  • GPS Wealth Strategies Group's Franklin Master Intermediate Income Trust position peaked at $3.09K in Q4 2023.
  • 60 funds tracked by Wall St. Rank held Franklin Master Intermediate Income Trust as of Q4 2025.

Based on GPS Wealth Strategies Group's 13F filing for Q4 2025, filed 6 Feb 2026.