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Merit Financial Group’s Franklin Premier Income Trust PPT Stock Holding History

Merit Financial Group’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
2025
Q3 		– Sell
-10,282
Closed -$37.7K – 1844
2025
Q2 		$37.7K Buy
+10,282
New +$37.2K ﹤0.01% 1675

Other funds holding PPT

SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Raymond James Financial
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
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Merit Financial Group's PPT Position: Q3 2025 in Review

Merit Financial Group sold out of Franklin Premier Income Trust (PPT) in Q3 2025, closing a stake of 10,282 shares — an estimated $37.7K sold.

Merit Financial Group first reported a position in PPT in Q2 2025 and held it in 1 quarter. The position peaked at $37.7K in Q2 2025. 93 funds tracked by Wall St. Rank hold PPT as of Q3 2025.

  • Merit Financial Group reported no remaining Franklin Premier Income Trust position as of Q3 2025 after selling out during the quarter.
  • Merit Financial Group sold 10,282 Franklin Premier Income Trust shares in Q3 2025, an estimated $37.7K.
  • Merit Financial Group first reported a position in Franklin Premier Income Trust in Q2 2025 and held it in 1 quarter.
  • Merit Financial Group's Franklin Premier Income Trust position peaked at $37.7K in Q2 2025.
  • 93 funds tracked by Wall St. Rank held Franklin Premier Income Trust as of Q3 2025.

Based on Merit Financial Group's 13F filing for Q3 2025, filed 20 Oct 2025.