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 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

SIA

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

PAM

PVG Asset Management Golden, Colorado $173M AUM 64.51% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

SSWM

Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Penbrook Management New York $157M AUM 46.57% 1-Year Est. Return

GCP

Gill Capital Partners Denver, Colorado $348M AUM 14.74% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Stratos Wealth Partners's PIM Position: Q1 2026 in Review

Stratos Wealth Partners increased its Franklin Master Intermediate Income Trust (PIM) stake by 23% in Q1 2026, buying an estimated $15.2K and bringing the position to 25,309 shares worth $82.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1590.

Stratos Wealth Partners first reported a position in PIM in Q1 2020 and has held it in 9 quarters since. The position peaked at $305K in Q1 2020. 59 funds tracked by Wall St. Rank hold PIM as of Q1 2026.

Stratos Wealth Partners held 25,309 shares of Franklin Master Intermediate Income Trust worth $82.8K as of Q1 2026.
Stratos Wealth Partners bought 4,650 Franklin Master Intermediate Income Trust shares in Q1 2026, an estimated $15.2K.
Franklin Master Intermediate Income Trust made up ﹤0.01% of Stratos Wealth Partners's portfolio in Q1 2026, its #1590 holding.
Stratos Wealth Partners first reported a position in Franklin Master Intermediate Income Trust in Q1 2020 and has held it in 9 quarters since.
Stratos Wealth Partners's Franklin Master Intermediate Income Trust position peaked at $305K in Q1 2020.
59 funds tracked by Wall St. Rank held Franklin Master Intermediate Income Trust as of Q1 2026.

Based on Stratos Wealth Partners's 13F filing for Q1 2026, filed 28 Apr 2026.