IPW
PIM

Invictus Private Wealth’s Franklin Master Intermediate Income Trust PIM Stock Holding History

Invictus Private Wealth’s Portfolio PIM Stock Details PIM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$140K Buy
42,845
+845
+2% +$2.77K 0.01% 85
2025
Q4 		$140K Sell
42,000
-34,870
-45% -$116K 0.01% 79
2025
Q3 		$264K Buy
+76,870
New +$259K 0.02% 72

Other funds holding PIM

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
PAM
PVG Asset Management Golden, Colorado $173M AUM 64.51% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SSWM
Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PM
Penbrook Management New York $132M AUM 29.91% 1-Year Est. Return
GCP
Gill Capital Partners Denver, Colorado $348M AUM 14.74% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Invictus Private Wealth's PIM Position: Q1 2026 in Review

Invictus Private Wealth increased its Franklin Master Intermediate Income Trust (PIM) stake by 2% in Q1 2026, buying an estimated $2.77K and bringing the position to 42,845 shares worth $140K. The position accounts for 0.01% of the portfolio, ranked #85.

Invictus Private Wealth first reported a position in PIM in Q3 2025 and has held it in 3 quarters since. The position peaked at $264K in Q3 2025. 59 funds tracked by Wall St. Rank hold PIM as of Q1 2026.

  • Invictus Private Wealth held 42,845 shares of Franklin Master Intermediate Income Trust worth $140K as of Q1 2026.
  • Invictus Private Wealth bought 845 Franklin Master Intermediate Income Trust shares in Q1 2026, an estimated $2.77K.
  • Franklin Master Intermediate Income Trust made up 0.01% of Invictus Private Wealth's portfolio in Q1 2026, its #85 holding.
  • Invictus Private Wealth first reported a position in Franklin Master Intermediate Income Trust in Q3 2025 and has held it in 3 quarters since.
  • Invictus Private Wealth's Franklin Master Intermediate Income Trust position peaked at $264K in Q3 2025.
  • 59 funds tracked by Wall St. Rank held Franklin Master Intermediate Income Trust as of Q1 2026.

Based on Invictus Private Wealth's 13F filing for Q1 2026, filed 13 May 2026.