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
Q2 		– Sell
-42,845
Closed -$140K – 90
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 $5.28B AUM 14.42% 1-Year Est. Return
PAM
PVG Asset Management Golden, Colorado $173M AUM 64.51% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return
SSWM
Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PM
Penbrook Management New York $157M AUM 46.57% 1-Year Est. Return
GCP
Gill Capital Partners Denver, Colorado $378M AUM 18.32% 1-Year Est. Return

Invictus Private Wealth's PIM Position: Q2 2026 in Review

Invictus Private Wealth sold out of Franklin Master Intermediate Income Trust (PIM) in Q2 2026, closing a stake of 42,845 shares — an estimated $140K sold.

Invictus Private Wealth first reported a position in PIM in Q3 2025 and held it in 3 quarters. The position peaked at $264K in Q3 2025. 59 funds tracked by Wall St. Rank hold PIM as of Q2 2026.

  • Invictus Private Wealth reported no remaining Franklin Master Intermediate Income Trust position as of Q2 2026 after selling out during the quarter.
  • Invictus Private Wealth sold 42,845 Franklin Master Intermediate Income Trust shares in Q2 2026, an estimated $140K.
  • Invictus Private Wealth first reported a position in Franklin Master Intermediate Income Trust in Q3 2025 and held it in 3 quarters.
  • 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 Q2 2026.

Based on Invictus Private Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.