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
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 $4.93B AUM 12.22% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

QCIG

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

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

SageView Advisory Group's PPT Position: Q4 2025 in Review

SageView Advisory Group opened a new position in Franklin Premier Income Trust (PPT) in Q4 2025: 3,547 shares worth $12.6K. The stake represents ﹤0.01% of the portfolio and ranks #1630 among its holdings. This is a return to the name: SageView Advisory Group previously reported a position in PPT as recently as Q3 2024.

SageView Advisory Group first reported a position in PPT in Q4 2022 and has held it in 6 quarters since. The position peaked at $163K in Q4 2022. 107 funds tracked by Wall St. Rank hold PPT as of Q4 2025.

SageView Advisory Group held 3,547 shares of Franklin Premier Income Trust worth $12.6K as of Q4 2025.
Franklin Premier Income Trust was a new SageView Advisory Group position in Q4 2025.
Franklin Premier Income Trust made up ﹤0.01% of SageView Advisory Group's portfolio in Q4 2025, its #1630 holding.
SageView Advisory Group first reported a position in Franklin Premier Income Trust in Q4 2022 and has held it in 6 quarters since.
SageView Advisory Group's Franklin Premier Income Trust position peaked at $163K in Q4 2022.
107 funds tracked by Wall St. Rank held Franklin Premier Income Trust as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.