IWC
PPT

Integrated Wealth Concepts’s Franklin Premier Income Trust PPT Stock Holding History

Integrated Wealth Concepts’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 		$421K Buy
120,749
+6,588
+6% +$22.9K ﹤0.01% 1882
2026
Q1 		$405K Buy
114,161
+1,247
+1% +$4.47K ﹤0.01% 1671
2025
Q4 		$400K Sell
112,914
-3,952
-3% -$14.3K ﹤0.01% 1189
2025
Q3 		$431K Sell
116,866
-2,111
-2% -$7.77K ﹤0.01% 1440
2025
Q2 		$437K Buy
118,977
+4,327
+4% +$15.7K ﹤0.01% 1348
2025
Q1 		$414K Buy
114,650
+2,833
+3% +$10.2K ﹤0.01% 1239
2024
Q4 		$398K Buy
111,817
+6,041
+6% +$21.7K ﹤0.01% 1230
2024
Q3 		$395K Buy
105,776
+39
+0% +$143 ﹤0.01% 1193
2024
Q2 		$379K Buy
105,737
+55,113
+109% +$192K 0.01% 1180
2024
Q1 		$178K Sell
50,624
-262
-0.5% -$944 ﹤0.01% 1538
2023
Q4 		$182K Buy
50,886
+6,239
+14% +$21.4K ﹤0.01% 1476
2023
Q3 		$150K Buy
44,647
+37
+0.1% +$131 ﹤0.01% 1450
2023
Q2 		$157K Buy
44,610
+19,186
+75% +$68.3K ﹤0.01% 1453
2023
Q1 		$91K Buy
25,424
+3,907
+18% +$14.5K ﹤0.01% 1279
2022
Q4 		$78K Hold
21,517
– – ﹤0.01% 1001
2022
Q3 		$77K Hold
21,517
– – ﹤0.01% 923
2022
Q2 		$82K Buy
+21,517
New +$82.9K ﹤0.01% 941

Other funds holding PPT

SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Morgan Stanley
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
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
RP
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
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

Integrated Wealth Concepts's PPT Position: Q2 2026 in Review

Integrated Wealth Concepts increased its Franklin Premier Income Trust (PPT) stake by 5.8% in Q2 2026, buying an estimated $22.9K and bringing the position to 120,749 shares worth $421K. The position accounts for ﹤0.01% of the portfolio, ranked #1882.

Integrated Wealth Concepts first reported a position in PPT in Q2 2022 and has held it in 17 quarters since. The position peaked at $437K in Q2 2025. 99 funds tracked by Wall St. Rank hold PPT as of Q2 2026.

  • Integrated Wealth Concepts held 120,749 shares of Franklin Premier Income Trust worth $421K as of Q2 2026.
  • Integrated Wealth Concepts bought 6,588 Franklin Premier Income Trust shares in Q2 2026, an estimated $22.9K.
  • Franklin Premier Income Trust made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1882 holding.
  • Integrated Wealth Concepts first reported a position in Franklin Premier Income Trust in Q2 2022 and has held it in 17 quarters since.
  • Integrated Wealth Concepts's Franklin Premier Income Trust position peaked at $437K in Q2 2025.
  • 99 funds tracked by Wall St. Rank held Franklin Premier Income Trust as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.