IAS
FTF

Integrity Advisory Solutions’s Franklin Limited Duration Income Trust FTF Stock Holding History

Integrity Advisory Solutions’s Portfolio FTF Stock Details FTF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$124K Buy
21,328
+2,924
+16% +$17.8K 0.02% 259
2025
Q4 		$113K Buy
18,404
+2,684
+17% +$16.5K 0.02% 240
2025
Q3 		$100K Buy
+15,720
New +$101K 0.02% 232

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PCM
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AAM
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Wells Fargo
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Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
GC
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Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $287M AUM 1.83% 1-Year Est. Return