IWM
PPT

IHT Wealth Management’s Franklin Premier Income Trust PPT Stock Holding History

IHT Wealth Management’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
2024
Q4 		– Sell
-19,566
Closed -$73K – 1176
2024
Q3 		$73K Buy
19,566
+9,183
+88% +$33.6K ﹤0.01% 1119
2024
Q2 		$37.2K Buy
+10,383
New +$36.2K ﹤0.01% 1012

Other funds holding PPT

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 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
EP
Essential Planning Portsmouth, New Hampshire $315M AUM 11.68% 1-Year Est. Return

IHT Wealth Management's PPT Position: Q4 2024 in Review

IHT Wealth Management sold out of Franklin Premier Income Trust (PPT) in Q4 2024, closing a stake of 19,566 shares — an estimated $73K sold.

IHT Wealth Management first reported a position in PPT in Q2 2024 and held it in 2 quarters. The position peaked at $73K in Q3 2024. 95 funds tracked by Wall St. Rank hold PPT as of Q4 2024.

  • IHT Wealth Management reported no remaining Franklin Premier Income Trust position as of Q4 2024 after selling out during the quarter.
  • IHT Wealth Management sold 19,566 Franklin Premier Income Trust shares in Q4 2024, an estimated $73K.
  • IHT Wealth Management first reported a position in Franklin Premier Income Trust in Q2 2024 and held it in 2 quarters.
  • IHT Wealth Management's Franklin Premier Income Trust position peaked at $73K in Q3 2024.
  • 95 funds tracked by Wall St. Rank held Franklin Premier Income Trust as of Q4 2024.

Based on IHT Wealth Management's 13F filing for Q4 2024, filed 14 Feb 2025.