VisionPoint Advisory Group
PIM icon

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
Q3 		$74.7K Buy
24,742
+959
+4% +$3K 0.01% 456
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 $147M AUM 52.72% 1-Year Est. Return
Sheets Smith Wealth Management
Sheets Smith Wealth Management Winston-Salem, North Carolina $958M AUM 21.88% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return
PM
Penbrook Management New York $169M AUM 32.52% 1-Year Est. Return
GCP
Gill Capital Partners Denver, Colorado $366M AUM 12.21% 1-Year Est. Return
Eclectic Associates
Eclectic Associates Fullerton, California $895M AUM 10.23% 1-Year Est. Return
FAG
Fortitude Advisory Group Gig Harbor, Washington $262M AUM 30.62% 1-Year Est. Return
MA
Mezzasalma Advisors Tinton Falls, New Jersey $493M AUM 39.08% 1-Year Est. Return
WCG
Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return
Graves Light Lenhart Wealth
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return

VisionPoint Advisory Group's PIM Position: Q3 2026 in Review

VisionPoint Advisory Group increased its Franklin Master Intermediate Income Trust (PIM) stake by 4% in Q3 2026, buying an estimated $3K and bringing the position to 24,742 shares worth $74.7K. The position accounts for 0.01% of the portfolio, ranked #456.

VisionPoint Advisory Group first reported a position in PIM in Q2 2025 and has held it in 6 quarters since. The position peaked at $76.8K in Q2 2026. 15 funds tracked by Wall St. Rank hold PIM as of Q3 2026.

  • VisionPoint Advisory Group held 24,742 shares of Franklin Master Intermediate Income Trust worth $74.7K as of Q3 2026.
  • VisionPoint Advisory Group bought 959 Franklin Master Intermediate Income Trust shares in Q3 2026, an estimated $3K.
  • Franklin Master Intermediate Income Trust made up 0.01% of VisionPoint Advisory Group's portfolio in Q3 2026, its #456 holding.
  • VisionPoint Advisory Group first reported a position in Franklin Master Intermediate Income Trust in Q2 2025 and has held it in 6 quarters since.
  • VisionPoint Advisory Group's Franklin Master Intermediate Income Trust position peaked at $76.8K in Q2 2026.
  • 15 funds tracked by Wall St. Rank held Franklin Master Intermediate Income Trust as of Q3 2026.

Based on VisionPoint Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.