PWPS
FTF

Pinnacle Wealth Planning Services’s Franklin Limited Duration Income Trust FTF Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio FTF Stock Details FTF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$35K Sell
6,047
-4
-0.1% -$23 ﹤0.01% 1511
2026
Q1 		$35.3K Buy
6,051
+181
+3% +$1.1K ﹤0.01% 1390
2025
Q4 		$36.1K Buy
+5,870
New +$36.2K ﹤0.01% 1411

Other funds holding FTF

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
GA
GraniteShares Advisors New York $156M AUM 1.58% 1-Year Est. Return

Pinnacle Wealth Planning Services's FTF Position: Q2 2026 in Review

Pinnacle Wealth Planning Services reduced its Franklin Limited Duration Income Trust (FTF) stake by 0.07% in Q2 2026, selling an estimated $23 and leaving 6,047 shares worth $35K. The position accounts for ﹤0.01% of the portfolio, ranked #1511.

Pinnacle Wealth Planning Services first reported a position in FTF in Q4 2025 and has held it in 3 quarters since. The position peaked at $36.1K in Q4 2025. 88 funds tracked by Wall St. Rank hold FTF as of Q2 2026.

  • Pinnacle Wealth Planning Services held 6,047 shares of Franklin Limited Duration Income Trust worth $35K as of Q2 2026.
  • Pinnacle Wealth Planning Services sold 4 Franklin Limited Duration Income Trust shares in Q2 2026, an estimated $23.
  • Franklin Limited Duration Income Trust made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1511 holding.
  • Pinnacle Wealth Planning Services first reported a position in Franklin Limited Duration Income Trust in Q4 2025 and has held it in 3 quarters since.
  • Pinnacle Wealth Planning Services's Franklin Limited Duration Income Trust position peaked at $36.1K in Q4 2025.
  • 88 funds tracked by Wall St. Rank held Franklin Limited Duration Income Trust as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.