VAG
PIM

VisionPoint Advisory Group’s Franklin Master Intermediate Income Trust PIM Stock Holding History

VisionPoint Advisory Group’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 		$76.8K Buy
23,783
+2,601
+12% +$8.35K 0.01% 469
2026
Q1 		$69.3K Buy
21,182
+62
+0.3% +$203 0.01% 437
2025
Q4 		$70.5K Buy
21,120
+61
+0.3% +$204 0.01% 390
2025
Q3 		$72.4K Buy
21,059
+10,559
+101% +$35.6K 0.01% 391
2025
Q2 		$35.2K Buy
+10,500
New +$34.7K 0.01% 357

Other funds holding PIM

PAM
PVG Asset Management Golden, Colorado $173M AUM 64.51% 1-Year Est. Return
SSWM
Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
EA
Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return
GLLW
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 18.43% 1-Year Est. Return
HWP
Highline Wealth Partners Sherman Oaks, California $493M AUM 19.33% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

VisionPoint Advisory Group's PIM Position: Q2 2026 in Review

VisionPoint Advisory Group increased its Franklin Master Intermediate Income Trust (PIM) stake by 12% in Q2 2026, buying an estimated $8.35K and bringing the position to 23,783 shares worth $76.8K. The position accounts for 0.01% of the portfolio, ranked #469.

VisionPoint Advisory Group first reported a position in PIM in Q2 2025 and has held it in 5 quarters since. 8 funds tracked by Wall St. Rank hold PIM as of Q2 2026.

  • VisionPoint Advisory Group held 23,783 shares of Franklin Master Intermediate Income Trust worth $76.8K as of Q2 2026.
  • VisionPoint Advisory Group bought 2,601 Franklin Master Intermediate Income Trust shares in Q2 2026, an estimated $8.35K.
  • Franklin Master Intermediate Income Trust made up 0.01% of VisionPoint Advisory Group's portfolio in Q2 2026, its #469 holding.
  • VisionPoint Advisory Group first reported a position in Franklin Master Intermediate Income Trust in Q2 2025 and has held it in 5 quarters since.
  • 8 funds tracked by Wall St. Rank held Franklin Master Intermediate Income Trust as of Q2 2026.

Based on VisionPoint Advisory Group's 13F filing for Q2 2026, filed 7 Jul 2026.