OIA
PPT

OneDigital Investment Advisors’s Franklin Premier Income Trust PPT Stock Holding History

OneDigital Investment 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 		$80.7K Sell
23,127
-2,235
-9% -$7.78K ﹤0.01% 1551
2026
Q1 		$90K Buy
25,362
+232
+0.9% +$831 ﹤0.01% 1428
2025
Q4 		$89K Buy
25,130
+320
+1% +$1.16K ﹤0.01% 1474
2025
Q3 		$91.5K Buy
24,810
+355
+1% +$1.31K ﹤0.01% 1456
2025
Q2 		$89.8K Buy
24,455
+348
+1% +$1.26K ﹤0.01% 1416
2025
Q1 		$87K Buy
24,107
+463
+2% +$1.66K ﹤0.01% 1364
2024
Q4 		$84.2K Sell
23,644
-13,860
-37% -$49.9K ﹤0.01% 1370
2024
Q3 		$140K Sell
37,504
-520
-1% -$1.9K ﹤0.01% 1383
2024
Q2 		$136K Buy
38,024
+352
+0.9% +$1.23K ﹤0.01% 1316
2024
Q1 		$133K Buy
37,672
+333
+0.9% +$1.2K ﹤0.01% 1050
2023
Q4 		$133K Buy
37,339
+346
+0.9% +$1.19K ﹤0.01% 1072
2023
Q3 		$124K Buy
36,993
+327
+0.9% +$1.15K ﹤0.01% 955
2023
Q2 		$129K Buy
36,666
+316
+0.9% +$1.13K ﹤0.01% 975
2023
Q1 		$129K Buy
36,350
+299
+0.8% +$1.11K ﹤0.01% 933
2022
Q4 		$131K Buy
36,051
+297
+0.8% +$1.08K ﹤0.01% 790
2022
Q3 		$128K Buy
35,754
+277
+0.8% +$1.06K ﹤0.01% 721
2022
Q2 		$135K Buy
35,477
+270
+0.8% +$1.04K 0.01% 671
2022
Q1 		$140K Buy
35,207
+6,000
+21% +$24.3K 0.01% 718
2021
Q4 		$125K Buy
29,207
+230
+0.8% +$1.01K ﹤0.01% 755
2021
Q3 		$132K Buy
28,977
+296
+1% +$1.36K 0.01% 716
2021
Q2 		$134K Buy
28,681
+439
+2% +$2.07K 0.01% 700
2021
Q1 		$138K Buy
28,242
+435
+2% +$2.06K 0.01% 647
2020
Q4 		$129K Sell
27,807
-45,405
-62% -$207K 0.01% 631
2020
Q3 		$331K Buy
73,212
+559
+0.8% +$2.59K 0.02% 403
2020
Q2 		$341K Buy
72,653
+418
+0.6% +$1.97K 0.02% 413
2020
Q1 		$333K Buy
72,235
+26,235
+57% +$135K 0.03% 347
2019
Q4 		$250K Hold
46,000
– – 0.02% 465
2019
Q3 		$242K Buy
+46,000
New +$242K 0.02% 438
2019
Q2 		– Sell
-46,000
Closed -$241K – 1257
2019
Q1 		$241K Hold
46,000
– – 0.04% 262
2018
Q4 		$216K Hold
46,000
– – 0.04% 249
2018
Q3 		$242K Hold
46,000
– – 0.06% 154
2018
Q2 		$241K Hold
46,000
– – 0.05% 187
2018
Q1 		$241K Hold
46,000
– – 0.05% 198
2017
Q4 		$245K Buy
+46,000
New +$243K 0.03% 202
2017
Q3 		– Sell
-46,000
Closed -$250K – 1146
2017
Q2 		$250K Buy
+46,000
New +$241K 0.07% 174

Other funds holding PPT

SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 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
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 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
RP
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
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

OneDigital Investment Advisors's PPT Position: Q2 2026 in Review

OneDigital Investment Advisors reduced its Franklin Premier Income Trust (PPT) stake by 8.8% in Q2 2026, selling an estimated $7.78K and leaving 23,127 shares worth $80.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1551.

OneDigital Investment Advisors first reported a position in PPT in Q2 2017 and has held it in 35 quarters since. The position peaked at $341K in Q2 2020. 98 funds tracked by Wall St. Rank hold PPT as of Q2 2026.

  • OneDigital Investment Advisors held 23,127 shares of Franklin Premier Income Trust worth $80.7K as of Q2 2026.
  • OneDigital Investment Advisors sold 2,235 Franklin Premier Income Trust shares in Q2 2026, an estimated $7.78K.
  • Franklin Premier Income Trust made up ﹤0.01% of OneDigital Investment Advisors's portfolio in Q2 2026, its #1551 holding.
  • OneDigital Investment Advisors first reported a position in Franklin Premier Income Trust in Q2 2017 and has held it in 35 quarters since.
  • OneDigital Investment Advisors's Franklin Premier Income Trust position peaked at $341K in Q2 2020.
  • 98 funds tracked by Wall St. Rank held Franklin Premier Income Trust as of Q2 2026.

Based on OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.