Level Four Advisory Services’s Franklin Premier Income Trust PPT Stock Holding History

Level Four Advisory Services’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	$168K	Buy	48,111 +1	+0%	+$3	﹤0.01%	913
2026 Q1	$171K	Buy	48,110 +21	+0%	+$75	0.01%	840
2025 Q4	$170K	Hold	48,089	–	–	0.01%	817
2025 Q3	$177K	Buy	48,089 +1	+0%	+$4	0.01%	775
2025 Q2	$176K	Sell	48,088 -23,533	-33%	-$85.2K	0.01%	758
2025 Q1	$259K	Buy	71,621 +237	+0.3%	+$851	0.01%	664
2024 Q4	$254K	Buy	71,384 +23,544	+49%	+$84.7K	0.01%	665
2024 Q3	$172K	Buy	+47,840	New	+$175K	0.01%	734
2024 Q2	–	Sell	-11,958	Closed	-$42.7K	–	861
2024 Q1	$42.7K	Hold	11,958	–	–	﹤0.01%	759
2023 Q4	$42.7K	Sell	11,958 -71,609	-86%	-$246K	﹤0.01%	755
2023 Q3	$280K	Hold	83,567	–	–	0.02%	592
2023 Q2	$294K	Hold	83,567	–	–	0.02%	625
2023 Q1	$297K	Buy	83,567 +9,850	+13%	+$36.5K	0.02%	590
2022 Q4	$268K	Buy	73,717 +793	+1%	+$2.88K	0.02%	549
2022 Q3	$261K	Hold	72,924	–	–	0.03%	452
2022 Q2	$277K	Hold	72,924	–	–	0.03%	463
2022 Q1	$291K	Hold	72,924	–	–	0.02%	520
2021 Q4	$311K	Buy	+72,924	New	+$321K	0.02%	504

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

Level Four Advisory Services's PPT Position: Q2 2026 in Review

Level Four Advisory Services increased its Franklin Premier Income Trust (PPT) stake by 0% in Q2 2026, buying an estimated $3 and bringing the position to 48,111 shares worth $168K. The position accounts for ﹤0.01% of the portfolio, ranked #913.

Level Four Advisory Services first reported a position in PPT in Q4 2021 and has held it in 18 quarters since. The position peaked at $311K in Q4 2021. 98 funds tracked by Wall St. Rank hold PPT as of Q2 2026.

Level Four Advisory Services held 48,111 shares of Franklin Premier Income Trust worth $168K as of Q2 2026.
Level Four Advisory Services bought 1 Franklin Premier Income Trust share in Q2 2026, an estimated $3.
Franklin Premier Income Trust made up ﹤0.01% of Level Four Advisory Services's portfolio in Q2 2026, its #913 holding.
Level Four Advisory Services first reported a position in Franklin Premier Income Trust in Q4 2021 and has held it in 18 quarters since.
Level Four Advisory Services's Franklin Premier Income Trust position peaked at $311K in Q4 2021.
98 funds tracked by Wall St. Rank held Franklin Premier Income Trust as of Q2 2026.

Based on Level Four Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.