Rothschild Investment LLC’s Franklin Premier Income Trust PPT Stock Holding History

Rothschild Investment LLC’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	$1.93K	Hold	553	–	–	﹤0.01%	2781
2026 Q1	$1.96K	Hold	553	–	–	﹤0.01%	2571
2025 Q4	$1.96K	Hold	553	–	–	﹤0.01%	2390
2025 Q3	$2.04K	Hold	553	–	–	﹤0.01%	2219
2025 Q2	$2.03K	Hold	553	–	–	﹤0.01%	2069
2025 Q1	$2K	Hold	553	–	–	﹤0.01%	1899
2024 Q4	$1.97K	Hold	553	–	–	﹤0.01%	1813
2024 Q3	$2.06K	Hold	553	–	–	﹤0.01%	1711
2024 Q2	$1.98K	Hold	553	–	–	﹤0.01%	1404
2024 Q1	$1.95K	Hold	553	–	–	﹤0.01%	1215
2023 Q4	$1.97K	Buy	+553	New	+$1.9K	﹤0.01%	1147

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

Rothschild Investment LLC's PPT Position: Q2 2026 in Review

Rothschild Investment LLC held its Franklin Premier Income Trust (PPT) position steady in Q2 2026 at 553 shares worth $1.93K. The position accounts for ﹤0.01% of the portfolio, ranked #2781.

Rothschild Investment LLC first reported a position in PPT in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.06K in Q3 2024. 98 funds tracked by Wall St. Rank hold PPT as of Q2 2026.

Rothschild Investment LLC held 553 shares of Franklin Premier Income Trust worth $1.93K as of Q2 2026.
Rothschild Investment LLC left its Franklin Premier Income Trust share count unchanged in Q2 2026.
Franklin Premier Income Trust made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #2781 holding.
Rothschild Investment LLC first reported a position in Franklin Premier Income Trust in Q4 2023 and has held it in 11 quarters since.
Rothschild Investment LLC's Franklin Premier Income Trust position peaked at $2.06K in Q3 2024.
98 funds tracked by Wall St. Rank held Franklin Premier Income Trust as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.