SWP
PIM

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

SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
PAM
PVG Asset Management Golden, Colorado $173M AUM 64.51% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return
SSWM
Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PM
Penbrook Management New York $157M AUM 46.57% 1-Year Est. Return
GCP
Gill Capital Partners Denver, Colorado $378M AUM 18.32% 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. 59 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.
  • 59 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.