IFG
PPT

Independent Financial Group’s Franklin Premier Income Trust PPT Stock Holding History

Independent Financial Group’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
2020
Q2 		– Sell
-31,600
Closed -$143K – 501
2020
Q1 		$143K Buy
+31,600
New +$162K 0.04% 359

Other funds holding PPT

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AWM
Arbor Wealth Management Miramar Beach, Florida $456M AUM 24.5% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
HWM
Howard Wealth Management Madison, Connecticut $238M AUM 14.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
QCIG
Quad-Cities Investment Group Davenport, Iowa $278M AUM 22.38% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Independent Financial Group's PPT Position: Q2 2020 in Review

Independent Financial Group sold out of Franklin Premier Income Trust (PPT) in Q2 2020, closing a stake of 31,600 shares — an estimated $143K sold.

Independent Financial Group first reported a position in PPT in Q1 2020 and held it in 1 quarter. The position peaked at $143K in Q1 2020. 91 funds tracked by Wall St. Rank hold PPT as of Q2 2020.

  • Independent Financial Group reported no remaining Franklin Premier Income Trust position as of Q2 2020 after selling out during the quarter.
  • Independent Financial Group sold 31,600 Franklin Premier Income Trust shares in Q2 2020, an estimated $143K.
  • Independent Financial Group first reported a position in Franklin Premier Income Trust in Q1 2020 and held it in 1 quarter.
  • Independent Financial Group's Franklin Premier Income Trust position peaked at $143K in Q1 2020.
  • 91 funds tracked by Wall St. Rank held Franklin Premier Income Trust as of Q2 2020.

Based on Independent Financial Group's 13F filing for Q2 2020, filed 15 Jun 2026.