SageView Advisory Group’s Franklin Premier Income Trust PPT Stock Holding History

SageView Advisory Group’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 Q1	–	Sell	-3,547	Closed	-$12.6K	–	1944
2025 Q4	$12.6K	Buy	+3,547	New	+$12.8K	﹤0.01%	1630
2024 Q4	–	Sell	-15,761	Closed	-$58.8K	–	605
2024 Q3	$58.8K	Buy	+15,761	New	+$57.6K	﹤0.01%	505
2024 Q2	–	Hold	0	–	–	–	555
2023 Q4	–	Sell	-25,159	Closed	-$86.4K	–	628
2023 Q3	$84.3K	Sell	25,159 -19,262	-43%	-$68K	﹤0.01%	520
2023 Q2	$156K	Sell	44,421 -561	-1%	-$2K	0.01%	535
2023 Q1	$160K	Buy	44,982 +184	+0.4%	+$681	0.01%	453
2022 Q4	$163K	Buy	+44,798	New	+$163K	0.01%	400

Other funds holding PPT

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

QCIG

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

SageView Advisory Group's PPT Position: Q1 2026 in Review

SageView Advisory Group sold out of Franklin Premier Income Trust (PPT) in Q1 2026, closing a stake of 3,547 shares — an estimated $12.6K sold.

SageView Advisory Group first reported a position in PPT in Q4 2022 and held it in 6 quarters. The position peaked at $163K in Q4 2022. 95 funds tracked by Wall St. Rank hold PPT as of Q1 2026.

SageView Advisory Group reported no remaining Franklin Premier Income Trust position as of Q1 2026 after selling out during the quarter.
SageView Advisory Group sold 3,547 Franklin Premier Income Trust shares in Q1 2026, an estimated $12.6K.
SageView Advisory Group first reported a position in Franklin Premier Income Trust in Q4 2022 and held it in 6 quarters.
SageView Advisory Group's Franklin Premier Income Trust position peaked at $163K in Q4 2022.
95 funds tracked by Wall St. Rank held Franklin Premier Income Trust as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.