Medallion Wealth Advisors’s Franklin Premier Income Trust PPT Stock Holding History

Medallion Wealth 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	$12.2K	Sell	3,500 -1,500	-30%	-$5.22K	﹤0.01%	710
2026 Q1	$17.8K	Hold	5,000	–	–	0.01%	670
2025 Q4	$17.7K	Hold	5,000	–	–	0.01%	664
2025 Q3	$18.4K	Hold	5,000	–	–	0.01%	644
2025 Q2	$18.4K	Sell	5,000 -130	-3%	-$471	0.01%	636
2025 Q1	$18.6K	Buy	5,130 +130	+3%	+$467	0.01%	583
2024 Q4	$17.9K	Buy	+5,000	New	+$18K	0.01%	573

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

Medallion Wealth Advisors's PPT Position: Q2 2026 in Review

Medallion Wealth Advisors reduced its Franklin Premier Income Trust (PPT) stake by 30% in Q2 2026, selling an estimated $5.22K and leaving 3,500 shares worth $12.2K. The position accounts for ﹤0.01% of the portfolio, ranked #710.

Medallion Wealth Advisors first reported a position in PPT in Q4 2024 and has held it in 7 quarters since. The position peaked at $18.6K in Q1 2025. 99 funds tracked by Wall St. Rank hold PPT as of Q2 2026.

Medallion Wealth Advisors held 3,500 shares of Franklin Premier Income Trust worth $12.2K as of Q2 2026.
Medallion Wealth Advisors sold 1,500 Franklin Premier Income Trust shares in Q2 2026, an estimated $5.22K.
Franklin Premier Income Trust made up ﹤0.01% of Medallion Wealth Advisors's portfolio in Q2 2026, its #710 holding.
Medallion Wealth Advisors first reported a position in Franklin Premier Income Trust in Q4 2024 and has held it in 7 quarters since.
Medallion Wealth Advisors's Franklin Premier Income Trust position peaked at $18.6K in Q1 2025.
99 funds tracked by Wall St. Rank held Franklin Premier Income Trust as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.