Whalen Wealth Management’s Franklin Premier Income Trust PPT Stock Holding History

Whalen Wealth Management’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 Q3	$129K	Sell	39,222 -1,358	-3%	-$4.62K	0.05%	201
2026 Q2	$142K	Buy	40,580 +12,958	+47%	+$45.1K	0.06%	194
2026 Q1	$98.1K	Buy	+27,622	New	+$98.9K	0.05%	174

Other funds holding PPT

GWM

Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return

MCP

Mirador Capital Partners Pleasanton, California $859M AUM 41.74% 1-Year Est. Return

Whalen Wealth Management's PPT Position: Q3 2026 in Review

Whalen Wealth Management reduced its Franklin Premier Income Trust (PPT) stake by 3.3% in Q3 2026, selling an estimated $4.62K and leaving 39,222 shares worth $129K. The position accounts for 0.05% of the portfolio, ranked #201.

Whalen Wealth Management first reported a position in PPT in Q1 2026 and has held it in 3 quarters since. The position peaked at $142K in Q2 2026. 3 funds tracked by Wall St. Rank hold PPT as of Q3 2026.

Whalen Wealth Management held 39,222 shares of Franklin Premier Income Trust worth $129K as of Q3 2026.
Whalen Wealth Management sold 1,358 Franklin Premier Income Trust shares in Q3 2026, an estimated $4.62K.
Franklin Premier Income Trust made up 0.05% of Whalen Wealth Management's portfolio in Q3 2026, its #201 holding.
Whalen Wealth Management first reported a position in Franklin Premier Income Trust in Q1 2026 and has held it in 3 quarters since.
Whalen Wealth Management's Franklin Premier Income Trust position peaked at $142K in Q2 2026.
3 funds tracked by Wall St. Rank held Franklin Premier Income Trust as of Q3 2026.

Based on Whalen Wealth Management's 13F filing for Q3 2026, filed 8 Oct 2026.