MWPCG
PIM

Measured Wealth Private Client Group’s Franklin Master Intermediate Income Trust PIM Stock Holding History

Measured Wealth Private Client Group’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 		$8.18K Hold
2,500
– – ﹤0.01% 581
2025
Q4 		$8.35K Hold
2,500
– – ﹤0.01% 574
2025
Q3 		$8.6K Buy
+2,500
New +$8.43K ﹤0.01% 575

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

Measured Wealth Private Client Group's PIM Position: Q1 2026 in Review

Measured Wealth Private Client Group held its Franklin Master Intermediate Income Trust (PIM) position steady in Q1 2026 at 2,500 shares worth $8.18K. The position accounts for ﹤0.01% of the portfolio, ranked #581.

Measured Wealth Private Client Group first reported a position in PIM in Q3 2025 and has held it in 3 quarters since. The position peaked at $8.6K in Q3 2025. 59 funds tracked by Wall St. Rank hold PIM as of Q1 2026.

  • Measured Wealth Private Client Group held 2,500 shares of Franklin Master Intermediate Income Trust worth $8.18K as of Q1 2026.
  • Measured Wealth Private Client Group left its Franklin Master Intermediate Income Trust share count unchanged in Q1 2026.
  • Franklin Master Intermediate Income Trust made up ﹤0.01% of Measured Wealth Private Client Group's portfolio in Q1 2026, its #581 holding.
  • Measured Wealth Private Client Group first reported a position in Franklin Master Intermediate Income Trust in Q3 2025 and has held it in 3 quarters since.
  • Measured Wealth Private Client Group's Franklin Master Intermediate Income Trust position peaked at $8.6K in Q3 2025.
  • 59 funds tracked by Wall St. Rank held Franklin Master Intermediate Income Trust as of Q1 2026.

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