Intellus Advisors’s Franklin Premier Income Trust PPT Stock Holding History

Intellus Advisors’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	$584K	Buy	167,203 +21,824	+15%	+$76K	0.07%	71
2026 Q1	$516K	Buy	145,379 +1,168	+0.8%	+$4.18K	0.07%	73
2025 Q4	$511K	Buy	144,211 +11,432	+9%	+$41.2K	0.07%	74
2025 Q3	$490K	Buy	132,779 +25,949	+24%	+$95.5K	0.07%	79
2025 Q2	$392K	Buy	106,830 +3,720	+4%	+$13.5K	0.06%	89
2025 Q1	$372K	Buy	103,110 +1,366	+1%	+$4.9K	0.07%	83
2024 Q4	$362K	Buy	+101,744	New	+$366K	0.06%	78

Other funds holding PPT

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

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 Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

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 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

Intellus Advisors's PPT Position: Q2 2026 in Review

Intellus Advisors increased its Franklin Premier Income Trust (PPT) stake by 15% in Q2 2026, buying an estimated $76K and bringing the position to 167,203 shares worth $584K. The position accounts for 0.07% of the portfolio, ranked #71.

Intellus Advisors first reported a position in PPT in Q4 2024 and has held it in 7 quarters since. 98 funds tracked by Wall St. Rank hold PPT as of Q2 2026.

Intellus Advisors held 167,203 shares of Franklin Premier Income Trust worth $584K as of Q2 2026.
Intellus Advisors bought 21,824 Franklin Premier Income Trust shares in Q2 2026, an estimated $76K.
Franklin Premier Income Trust made up 0.07% of Intellus Advisors's portfolio in Q2 2026, its #71 holding.
Intellus Advisors first reported a position in Franklin Premier Income Trust in Q4 2024 and has held it in 7 quarters since.
98 funds tracked by Wall St. Rank held Franklin Premier Income Trust as of Q2 2026.

Based on Intellus Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.