Transform Wealth’s Franklin Premier Income Trust PPT Stock Holding History

Transform Wealth’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
2025 Q1	$563K	Hold	156,049	–	–	0.03%	162
2024 Q4	$560K	Buy	+156,049	New	+$562K	0.03%	172
2024 Q1	–	Sell	-131,600	Closed	-$470K	–	245
2023 Q4	$470K	Buy	131,600 +2,800	+2%	+$9.61K	0.05%	171
2023 Q3	$435K	Sell	128,800 -115,000	-47%	-$406K	0.05%	174
2023 Q2	$865K	Sell	243,800 -27,400	-10%	-$97.6K	0.08%	143
2023 Q1	$973K	Buy	+271,200	New	+$1M	0.09%	131

Other funds holding PPT

SIA

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

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

1CP

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

QCIG

Quad-Cities Investment Group Davenport, Iowa $278M AUM 22.38% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Transform Wealth's PPT Position: Q1 2025 in Review

Transform Wealth held its Franklin Premier Income Trust (PPT) position steady in Q1 2025 at 156,049 shares worth $563K. The position accounts for 0.03% of the portfolio, ranked #162.

Transform Wealth first reported a position in PPT in Q1 2023 and has held it in 6 quarters since. The position peaked at $973K in Q1 2023. 90 funds tracked by Wall St. Rank hold PPT as of Q1 2025.

Transform Wealth held 156,049 shares of Franklin Premier Income Trust worth $563K as of Q1 2025.
Transform Wealth left its Franklin Premier Income Trust share count unchanged in Q1 2025.
Franklin Premier Income Trust made up 0.03% of Transform Wealth's portfolio in Q1 2025, its #162 holding.
Transform Wealth first reported a position in Franklin Premier Income Trust in Q1 2023 and has held it in 6 quarters since.
Transform Wealth's Franklin Premier Income Trust position peaked at $973K in Q1 2023.
90 funds tracked by Wall St. Rank held Franklin Premier Income Trust as of Q1 2025.

Based on Transform Wealth's 13F filing for Q1 2025, filed 15 Apr 2025.