Strategic Wealth Partners’s Franklin Premier Income Trust PPT Stock Holding History

Strategic Wealth Partners’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	–	Hold	0	–	–	–	1459
2026 Q1	–	Hold	0	–	–	–	1474
2025 Q4	–	Hold	0	–	–	–	1456
2025 Q3	–	Hold	0	–	–	–	1316
2025 Q2	–	Hold	0	–	–	–	1153
2018 Q2	–	Sell	-400	Closed	-$2K	–	811
2018 Q1	$2K	Hold	400	–	–	﹤0.01%	742
2017 Q4	$3K	Buy	+400	New	+$2.11K	﹤0.01%	673

Other funds holding PPT

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 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

1CP

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

AAM

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

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

Strategic Wealth Partners's PPT Position: Q2 2026 in Review

Strategic Wealth Partners held its Franklin Premier Income Trust (PPT) position steady in Q2 2026 at 0 shares worth $1. The position accounts for ﹤0.01% of the portfolio, ranked #1459.

Strategic Wealth Partners first reported a position in PPT in Q4 2017 and has held it in 2 quarters since. The position peaked at $3K in Q4 2017. 98 funds tracked by Wall St. Rank hold PPT as of Q2 2026.

Strategic Wealth Partners held 0 shares of Franklin Premier Income Trust worth $1 as of Q2 2026.
Strategic Wealth Partners left its Franklin Premier Income Trust share count unchanged in Q2 2026.
Franklin Premier Income Trust made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q2 2026, its #1459 holding.
Strategic Wealth Partners first reported a position in Franklin Premier Income Trust in Q4 2017 and has held it in 2 quarters since.
Strategic Wealth Partners's Franklin Premier Income Trust position peaked at $3K in Q4 2017.
98 funds tracked by Wall St. Rank held Franklin Premier Income Trust as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.