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Summit Securities Group’s Franklin Premier Income Trust PPT Stock Holding History

Summit Securities Group’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 		– Sell
-8,091
Closed -$28.7K – 1332
2026
Q1 		$28.7K Buy
+8,091
New +$29K ﹤0.01% 468

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

Summit Securities Group's PPT Position: Q2 2026 in Review

Summit Securities Group sold out of Franklin Premier Income Trust (PPT) in Q2 2026, closing a stake of 8,091 shares — an estimated $28.7K sold.

Summit Securities Group first reported a position in PPT in Q1 2026 and held it in 1 quarter. The position peaked at $28.7K in Q1 2026. 99 funds tracked by Wall St. Rank hold PPT as of Q2 2026.

  • Summit Securities Group reported no remaining Franklin Premier Income Trust position as of Q2 2026 after selling out during the quarter.
  • Summit Securities Group sold 8,091 Franklin Premier Income Trust shares in Q2 2026, an estimated $28.7K.
  • Summit Securities Group first reported a position in Franklin Premier Income Trust in Q1 2026 and held it in 1 quarter.
  • Summit Securities Group's Franklin Premier Income Trust position peaked at $28.7K in Q1 2026.
  • 99 funds tracked by Wall St. Rank held Franklin Premier Income Trust as of Q2 2026.

Based on Summit Securities Group's 13F filing for Q2 2026, filed 3 Aug 2026.