Sheaff Brock Investment Advisors’s Franklin Premier Income Trust PPT Stock Holding History

Sheaff Brock Investment Advisors’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 Q1	$185K	Hold	51,176	–	–	0.02%	407
2024 Q4	$182K	Hold	51,176	–	–	0.02%	409
2024 Q3	$191K	Hold	51,176	–	–	0.02%	409
2024 Q2	$183K	Hold	51,176	–	–	0.02%	402
2024 Q1	$180K	Hold	51,176	–	–	0.01%	451
2023 Q4	$183K	Hold	51,176	–	–	0.01%	425
2023 Q3	$171K	Hold	51,176	–	–	0.02%	404
2023 Q2	$180K	Hold	51,176	–	–	0.02%	431
2023 Q1	$182K	Hold	51,176	–	–	0.02%	453
2022 Q4	$186K	Hold	51,176	–	–	0.02%	426
2022 Q3	$183K	Hold	51,176	–	–	0.02%	418
2022 Q2	$194K	Hold	51,176	–	–	0.02%	430
2022 Q1	$204K	Hold	51,176	–	–	0.01%	477
2021 Q4	$219K	Hold	51,176	–	–	0.01%	468
2021 Q3	$234K	Hold	51,176	–	–	0.02%	450
2021 Q2	$238K	Hold	51,176	–	–	0.02%	420
2021 Q1	$249K	Hold	51,176	–	–	0.02%	396
2020 Q4	$238K	Hold	51,176	–	–	0.02%	386
2020 Q3	$228K	Hold	51,176	–	–	0.02%	361
2020 Q2	$243K	Hold	51,176	–	–	0.02%	348
2020 Q1	$232K	Hold	51,176	–	–	0.03%	308
2019 Q4	$278K	Hold	51,176	–	–	0.03%	351
2019 Q3	$269K	Hold	51,176	–	–	0.03%	353
2019 Q2	$263K	Hold	51,176	–	–	0.03%	360
2019 Q1	$264K	Hold	51,176	–	–	0.03%	370
2018 Q4	$240K	Hold	51,176	–	–	0.04%	359
2018 Q3	$269K	Hold	51,176	–	–	0.03%	377
2018 Q2	$268K	Hold	51,176	–	–	0.03%	389
2018 Q1	$268K	Hold	51,176	–	–	0.03%	383
2017 Q4	$273K	Hold	51,176	–	–	0.04%	372
2017 Q3	$272K	Hold	51,176	–	–	0.04%	387
2017 Q2	$278K	Hold	51,176	–	–	0.04%	401
2017 Q1	$270K	Buy	+51,176	New	+$267K	0.04%	421

Other funds holding PPT

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 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

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

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 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

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

Sheaff Brock Investment Advisors's PPT Position: Q1 2025 in Review

Sheaff Brock Investment Advisors held its Franklin Premier Income Trust (PPT) position steady in Q1 2025 at 51,176 shares worth $185K. The position accounts for 0.02% of the portfolio, ranked #407.

Sheaff Brock Investment Advisors first reported a position in PPT in Q1 2017 and has held it in 33 quarters since. The position peaked at $278K in Q4 2019. 90 funds tracked by Wall St. Rank hold PPT as of Q1 2025.

Sheaff Brock Investment Advisors held 51,176 shares of Franklin Premier Income Trust worth $185K as of Q1 2025.
Sheaff Brock Investment Advisors left its Franklin Premier Income Trust share count unchanged in Q1 2025.
Franklin Premier Income Trust made up 0.02% of Sheaff Brock Investment Advisors's portfolio in Q1 2025, its #407 holding.
Sheaff Brock Investment Advisors first reported a position in Franklin Premier Income Trust in Q1 2017 and has held it in 33 quarters since.
Sheaff Brock Investment Advisors's Franklin Premier Income Trust position peaked at $278K in Q4 2019.
90 funds tracked by Wall St. Rank held Franklin Premier Income Trust as of Q1 2025.

Based on Sheaff Brock Investment Advisors's 13F filing for Q1 2025, filed 7 May 2025.