Pinnacle Wealth Planning Services’s Franklin Premier Income Trust PPT Stock Holding History

Pinnacle Wealth Planning Services’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	$4.23K	Hold	1,211	–	–	﹤0.01%	2332
2026 Q1	$4.3K	Sell	1,211 -1,140	-48%	-$4.08K	﹤0.01%	2293
2025 Q4	$8.32K	Buy	+2,351	New	+$8.48K	﹤0.01%	2083
2022 Q4	–	Sell	-11,082	Closed	-$40K	–	483
2022 Q3	$40K	Hold	11,082	–	–	0.01%	401
2022 Q2	$42K	Buy	11,082 +653	+6%	+$2.52K	0.01%	411
2022 Q1	$42K	Buy	+10,429	New	+$42.2K	0.01%	427
2021 Q1	–	Sell	-2,648	Closed	-$12K	–	1538
2020 Q4	$12K	Buy	+2,648	New	+$12.1K	﹤0.01%	1336

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

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

Pinnacle Wealth Planning Services held its Franklin Premier Income Trust (PPT) position steady in Q2 2026 at 1,211 shares worth $4.23K. The position accounts for ﹤0.01% of the portfolio, ranked #2332.

Pinnacle Wealth Planning Services first reported a position in PPT in Q4 2020 and has held it in 7 quarters since. The position peaked at $42K in Q2 2022. 98 funds tracked by Wall St. Rank hold PPT as of Q2 2026.

Pinnacle Wealth Planning Services held 1,211 shares of Franklin Premier Income Trust worth $4.23K as of Q2 2026.
Pinnacle Wealth Planning Services left its Franklin Premier Income Trust share count unchanged in Q2 2026.
Franklin Premier Income Trust made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #2332 holding.
Pinnacle Wealth Planning Services first reported a position in Franklin Premier Income Trust in Q4 2020 and has held it in 7 quarters since.
Pinnacle Wealth Planning Services's Franklin Premier Income Trust position peaked at $42K in Q2 2022.
98 funds tracked by Wall St. Rank held Franklin Premier Income Trust as of Q2 2026.

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