Stratos Wealth Partners’s Franklin Master Intermediate Income Trust PIM Stock Holding History

Stratos Wealth Partners’s Portfolio PIM Stock Details PIM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$91K	Buy	28,159 +2,850	+11%	+$9.15K	﹤0.01%	1666
2026 Q1	$82.8K	Buy	25,309 +4,650	+23%	+$15.2K	﹤0.01%	1590
2025 Q4	$69K	Hold	20,659	–	–	﹤0.01%	1566
2025 Q3	$71.1K	Buy	20,659 +478	+2%	+$1.61K	﹤0.01%	1526
2025 Q2	$67.6K	Buy	20,181 +1,124	+6%	+$3.71K	﹤0.01%	1396
2025 Q1	$63.3K	Hold	19,057	–	–	﹤0.01%	1334
2024 Q4	$62.1K	Hold	19,057	–	–	﹤0.01%	1420
2024 Q3	$64.6K	Buy	19,057 +2,507	+15%	+$8.33K	﹤0.01%	1403
2024 Q2	$53.4K	Buy	+16,550	New	+$52.3K	﹤0.01%	1344
2020 Q2	–	Sell	-74,700	Closed	-$305K	–	1026
2020 Q1	$305K	Buy	+74,700	New	+$338K	0.01%	684

Other funds holding PIM

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

PVG Asset Management Golden, Colorado $147M AUM 52.72% 1-Year Est. Return

Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return

Sheets Smith Wealth Management Winston-Salem, North Carolina $958M AUM 21.88% 1-Year Est. Return

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Penbrook Management New York $169M AUM 32.52% 1-Year Est. Return

Gill Capital Partners Denver, Colorado $366M AUM 12.21% 1-Year Est. Return

Stratos Wealth Partners's PIM Position: Q2 2026 in Review

Stratos Wealth Partners increased its Franklin Master Intermediate Income Trust (PIM) stake by 11% in Q2 2026, buying an estimated $9.15K and bringing the position to 28,159 shares worth $91K. The position accounts for ﹤0.01% of the portfolio, ranked #1666.

Stratos Wealth Partners first reported a position in PIM in Q1 2020 and has held it in 10 quarters since. The position peaked at $305K in Q1 2020. 60 funds tracked by Wall St. Rank hold PIM as of Q2 2026.

Stratos Wealth Partners held 28,159 shares of Franklin Master Intermediate Income Trust worth $91K as of Q2 2026.
Stratos Wealth Partners bought 2,850 Franklin Master Intermediate Income Trust shares in Q2 2026, an estimated $9.15K.
Franklin Master Intermediate Income Trust made up ﹤0.01% of Stratos Wealth Partners's portfolio in Q2 2026, its #1666 holding.
Stratos Wealth Partners first reported a position in Franklin Master Intermediate Income Trust in Q1 2020 and has held it in 10 quarters since.
Stratos Wealth Partners's Franklin Master Intermediate Income Trust position peaked at $305K in Q1 2020.
60 funds tracked by Wall St. Rank held Franklin Master Intermediate Income Trust as of Q2 2026.

Based on Stratos Wealth Partners's 13F filing for Q2 2026, filed 11 Aug 2026.