PFS
PPT

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 $4.93B AUM 12.22% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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.