Next Level Wealth Planning’s Franklin Premier Income Trust PPT Stock Holding History

Next Level Wealth Planning’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 Q3	$2.73K	Buy	+832	New	+$2.83K	﹤0.01%	435

Other funds holding PPT

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.41B AUM 6.54% 1-Year Est. Return

Quad-Cities Investment Group Davenport, Iowa $280M AUM 15.19% 1-Year Est. Return

Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Mirador Capital Partners Pleasanton, California $859M AUM 41.74% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Next Level Wealth Planning's PPT Position: Q3 2026 in Review

Next Level Wealth Planning opened a new position in Franklin Premier Income Trust (PPT) in Q3 2026: 832 shares worth $2.73K. The stake represents ﹤0.01% of the portfolio and ranks #435 among its holdings.

43 funds tracked by Wall St. Rank hold PPT as of Q3 2026.

Next Level Wealth Planning held 832 shares of Franklin Premier Income Trust worth $2.73K as of Q3 2026.
Franklin Premier Income Trust was a new Next Level Wealth Planning position in Q3 2026.
Franklin Premier Income Trust made up ﹤0.01% of Next Level Wealth Planning's portfolio in Q3 2026, its #435 holding.
43 funds tracked by Wall St. Rank held Franklin Premier Income Trust as of Q3 2026.

Based on Next Level Wealth Planning's 13F filing for Q3 2026, filed 29 Oct 2026.