WWM
PPT

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
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

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

Whalen Wealth Management's PPT Position: Q2 2026 in Review

Whalen Wealth Management increased its Franklin Premier Income Trust (PPT) stake by 47% in Q2 2026, buying an estimated $45.1K and bringing the position to 40,580 shares worth $142K. The position accounts for 0.06% of the portfolio, ranked #194.

Whalen Wealth Management first reported a position in PPT in Q1 2026 and has held it in 2 quarters since. 98 funds tracked by Wall St. Rank hold PPT as of Q2 2026.

  • Whalen Wealth Management held 40,580 shares of Franklin Premier Income Trust worth $142K as of Q2 2026.
  • Whalen Wealth Management bought 12,958 Franklin Premier Income Trust shares in Q2 2026, an estimated $45.1K.
  • Franklin Premier Income Trust made up 0.06% of Whalen Wealth Management's portfolio in Q2 2026, its #194 holding.
  • Whalen Wealth Management first reported a position in Franklin Premier Income Trust in Q1 2026 and has held it in 2 quarters since.
  • 98 funds tracked by Wall St. Rank held Franklin Premier Income Trust as of Q2 2026.

Based on Whalen Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.