Papamarkou Wellner Asset Management’s Franklin Premier Income Trust PPT Stock Holding History

Papamarkou Wellner Asset Management’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	$175K	Sell	50,000 -27,000	-35%	-$94K	0.11%	73
2026 Q1	$273K	Hold	77,000	–	–	0.17%	63
2025 Q4	$273K	Buy	77,000 +27,000	+54%	+$97.4K	0.16%	70
2025 Q3	$185K	Hold	50,000	–	–	0.11%	77
2025 Q2	$184K	Sell	50,000 -50,000	-50%	-$181K	0.12%	68
2025 Q1	$359K	Buy	100,000 +50,000	+100%	+$179K	0.25%	61
2024 Q4	$178K	Buy	+50,000	New	+$180K	0.12%	62

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

Papamarkou Wellner Asset Management's PPT Position: Q2 2026 in Review

Papamarkou Wellner Asset Management reduced its Franklin Premier Income Trust (PPT) stake by 35% in Q2 2026, selling an estimated $94K and leaving 50,000 shares worth $175K. The position accounts for 0.11% of the portfolio, ranked #73.

Papamarkou Wellner Asset Management first reported a position in PPT in Q4 2024 and has held it in 7 quarters since. The position peaked at $359K in Q1 2025. 98 funds tracked by Wall St. Rank hold PPT as of Q2 2026.

Papamarkou Wellner Asset Management held 50,000 shares of Franklin Premier Income Trust worth $175K as of Q2 2026.
Papamarkou Wellner Asset Management sold 27,000 Franklin Premier Income Trust shares in Q2 2026, an estimated $94K.
Franklin Premier Income Trust made up 0.11% of Papamarkou Wellner Asset Management's portfolio in Q2 2026, its #73 holding.
Papamarkou Wellner Asset Management first reported a position in Franklin Premier Income Trust in Q4 2024 and has held it in 7 quarters since.
Papamarkou Wellner Asset Management's Franklin Premier Income Trust position peaked at $359K in Q1 2025.
98 funds tracked by Wall St. Rank held Franklin Premier Income Trust as of Q2 2026.

Based on Papamarkou Wellner Asset Management's 13F filing for Q2 2026, filed 17 Aug 2026.