Prospera Financial Services’s Franklin Premier Income Trust PPT Stock Holding History

Prospera Financial 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
2024 Q1	–	Sell	-11,578	Closed	-$41.3K	–	1131
2023 Q4	$41.3K	Buy	11,578 +263	+2%	+$903	﹤0.01%	1037
2023 Q3	$37.9K	Buy	11,315 +243	+2%	+$857	﹤0.01%	996
2023 Q2	$39K	Buy	11,072 +238	+2%	+$848	﹤0.01%	992
2023 Q1	$38.6K	Buy	10,834 +222	+2%	+$822	﹤0.01%	943
2022 Q4	$38.5K	Buy	+10,612	New	+$38.6K	﹤0.01%	883
2022 Q2	–	Sell	-19,500	Closed	-$78K	–	2340
2022 Q1	$78K	Sell	19,500 -2,131	-10%	-$8.63K	﹤0.01%	1198
2021 Q4	$92K	Hold	21,631	–	–	﹤0.01%	850
2021 Q3	$99K	Buy	21,631 +500	+2%	+$2.3K	﹤0.01%	777
2021 Q2	$99K	Buy	+21,131	New	+$99.5K	0.01%	780
2020 Q4	–	Sell	-5,000	Closed	-$22K	–	1321
2020 Q3	$22K	Buy	+5,000	New	+$23.2K	0.01%	876

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

KIM

Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

QCIG

Quad-Cities Investment Group Davenport, Iowa $278M AUM 22.38% 1-Year Est. Return

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

Prospera Financial Services's PPT Position: Q1 2024 in Review

Prospera Financial Services sold out of Franklin Premier Income Trust (PPT) in Q1 2024, closing a stake of 11,578 shares — an estimated $41.3K sold.

Prospera Financial Services first reported a position in PPT in Q3 2020 and held it in 10 quarters. The position peaked at $99K in Q3 2021. 84 funds tracked by Wall St. Rank hold PPT as of Q1 2024.

Prospera Financial Services reported no remaining Franklin Premier Income Trust position as of Q1 2024 after selling out during the quarter.
Prospera Financial Services sold 11,578 Franklin Premier Income Trust shares in Q1 2024, an estimated $41.3K.
Prospera Financial Services first reported a position in Franklin Premier Income Trust in Q3 2020 and held it in 10 quarters.
Prospera Financial Services's Franklin Premier Income Trust position peaked at $99K in Q3 2021.
84 funds tracked by Wall St. Rank held Franklin Premier Income Trust as of Q1 2024.

Based on Prospera Financial Services's 13F filing for Q1 2024, filed 13 Aug 2024.