Spire Wealth Management’s Franklin Premier Income Trust PPT Stock Holding History

Spire Wealth Management’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
2022 Q3	–	Sell	-4,002	Closed	-$15K	–	2503
2022 Q2	$15K	Buy	4,002 +79	+2%	+$304	﹤0.01%	1779
2022 Q1	$16K	Buy	3,923 +74	+2%	+$300	﹤0.01%	1893
2021 Q4	$16K	Buy	3,849 +66	+2%	+$291	﹤0.01%	2207
2021 Q3	$17K	Buy	3,783 +63	+2%	+$290	﹤0.01%	1926
2021 Q2	$17K	Buy	3,720 +60	+2%	+$282	﹤0.01%	1946
2021 Q1	$18K	Buy	+3,660	New	+$17.3K	﹤0.01%	2197

Other funds holding PPT

SIA

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

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

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

KIM

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

VCM

Vivaldi Capital Management Chicago, Illinois $723M AUM 30.89% 1-Year Est. Return

HWM

Howard Wealth Management Madison, Connecticut $238M AUM 14.72% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Spire Wealth Management's PPT Position: Q3 2022 in Review

Spire Wealth Management sold out of Franklin Premier Income Trust (PPT) in Q3 2022, closing a stake of 4,002 shares — an estimated $15K sold.

Spire Wealth Management first reported a position in PPT in Q1 2021 and held it in 6 quarters. The position peaked at $18K in Q1 2021. 91 funds tracked by Wall St. Rank hold PPT as of Q3 2022.

Spire Wealth Management reported no remaining Franklin Premier Income Trust position as of Q3 2022 after selling out during the quarter.
Spire Wealth Management sold 4,002 Franklin Premier Income Trust shares in Q3 2022, an estimated $15K.
Spire Wealth Management first reported a position in Franklin Premier Income Trust in Q1 2021 and held it in 6 quarters.
Spire Wealth Management's Franklin Premier Income Trust position peaked at $18K in Q1 2021.
91 funds tracked by Wall St. Rank held Franklin Premier Income Trust as of Q3 2022.

Based on Spire Wealth Management's 13F filing for Q3 2022, filed 7 Nov 2022.