SPIA
PPT

Steward Partners Investment Advisory’s Franklin Premier Income Trust PPT Stock Holding History

Steward Partners Investment Advisory’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 		$6.95K Sell
1,992
-6,500
-77% -$22.6K ﹤0.01% 3854
2026
Q1 		$30.1K Hold
8,492
– – ﹤0.01% 3040
2025
Q4 		$30.1K Sell
8,492
-22,084
-72% -$79.7K ﹤0.01% 2944
2025
Q3 		$113K Buy
30,576
+24,076
+370% +$88.6K ﹤0.01% 2156
2025
Q2 		$23.9K Hold
6,500
– – ﹤0.01% 2837
2025
Q1 		$23.5K Sell
6,500
-8,520
-57% -$30.6K ﹤0.01% 2732
2024
Q4 		$53.5K Hold
15,020
– – ﹤0.01% 2297
2024
Q3 		$56K Sell
15,020
-28,069
-65% -$103K ﹤0.01% 2178
2024
Q2 		$154K Hold
43,089
– – ﹤0.01% 1570
2024
Q1 		$152K Buy
43,089
+937
+2% +$3.38K ﹤0.01% 1560
2023
Q4 		$150K Hold
42,152
– – ﹤0.01% 1495
2023
Q3 		$141K Buy
42,152
+28,444
+207% +$100K ﹤0.01% 1420
2023
Q2 		$48.3K Sell
13,708
-43,618
-76% -$155K ﹤0.01% 1902
2023
Q1 		$204K Buy
57,326
+15,288
+36% +$56.6K ﹤0.01% 1274
2022
Q4 		$153K Sell
42,038
-84
-0.2% -$305 ﹤0.01% 1360
2022
Q3 		$151K Sell
42,122
-24,696
-37% -$94.2K ﹤0.01% 1320
2022
Q2 		$254K Buy
66,818
+3,616
+6% +$13.9K ﹤0.01% 1109
2022
Q1 		$252K Buy
63,202
+12,536
+25% +$50.8K ﹤0.01% 1204
2021
Q4 		$216K Buy
50,666
+13,912
+38% +$61.3K ﹤0.01% 1280
2021
Q3 		$168K Buy
36,754
+13,703
+59% +$63.1K ﹤0.01% 1338
2021
Q2 		$107K Buy
23,051
+3,391
+17% +$16K ﹤0.01% 2154
2021
Q1 		$95.7K Hold
19,660
– – ﹤0.01% 1654
2020
Q4 		$91K Sell
19,660
-1,500
-7% -$6.85K ﹤0.01% 1404
2020
Q3 		$94K Hold
21,160
– – ﹤0.01% 1249
2020
Q2 		$100K Buy
21,160
+11,640
+122% +$54.8K ﹤0.01% 1154
2020
Q1 		$43K Buy
9,520
+2,520
+36% +$12.9K ﹤0.01% 1321
2019
Q4 		$38K Hold
7,000
– – ﹤0.01% 1517
2019
Q3 		$36K Hold
7,000
– – ﹤0.01% 1498
2019
Q2 		$35K Buy
+7,000
New +$36K ﹤0.01% 1466
2018
Q4 		– Sell
-3,017
Closed -$16K – 1782
2018
Q3 		$16K Hold
3,017
– – ﹤0.01% 1661
2018
Q2 		$16K Hold
3,017
– – ﹤0.01% 1553
2018
Q1 		$15K Hold
3,017
– – ﹤0.01% 1447
2017
Q4 		$16K Hold
3,017
– – ﹤0.01% 1207
2017
Q3 		$16K Sell
3,017
-575
-16% -$3.1K ﹤0.01% 1002
2017
Q2 		$19K Sell
3,592
-8,615
-71% -$45.2K ﹤0.01% 882
2017
Q1 		$64K Buy
12,207
+9,190
+305% +$47.9K 0.01% 503
2016
Q4 		$14K Buy
+3,017
New +$14.6K 0.01% 502

Other funds holding PPT

SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Morgan Stanley
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
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
RP
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
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

Steward Partners Investment Advisory's PPT Position: Q2 2026 in Review

Steward Partners Investment Advisory reduced its Franklin Premier Income Trust (PPT) stake by 77% in Q2 2026, selling an estimated $22.6K and leaving 1,992 shares worth $6.95K. The position accounts for ﹤0.01% of the portfolio, ranked #3854.

Steward Partners Investment Advisory first reported a position in PPT in Q4 2016 and has held it in 37 quarters since. The position peaked at $254K in Q2 2022. 99 funds tracked by Wall St. Rank hold PPT as of Q2 2026.

  • Steward Partners Investment Advisory held 1,992 shares of Franklin Premier Income Trust worth $6.95K as of Q2 2026.
  • Steward Partners Investment Advisory sold 6,500 Franklin Premier Income Trust shares in Q2 2026, an estimated $22.6K.
  • Franklin Premier Income Trust made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #3854 holding.
  • Steward Partners Investment Advisory first reported a position in Franklin Premier Income Trust in Q4 2016 and has held it in 37 quarters since.
  • Steward Partners Investment Advisory's Franklin Premier Income Trust position peaked at $254K in Q2 2022.
  • 99 funds tracked by Wall St. Rank held Franklin Premier Income Trust as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.