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Midwest Financial Group LLC → PPT

Midwest Financial Group LLC PPT Position History

Franklin Premier Income Trust • Financial Services

Quarters held
4
Latest value
$8.8M
Q3 2026
Peak value
$8.8M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$6.8M
Q1 2026$7.2M
Q2 2026$8.4M
Q3 2026$8.8M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$8.8M166.7K——
Q2 2026$8.4M165.6K——
Q1 2026$7.2M154.6K——
Q4 2025$6.8M150.3K——

Other funds holding PPT

Other Midwest Financial Group LLC positions

ETHA

ISHARES TR

$18.3M
ETHA

ISHARES TR

$17.1M
QQQ

INVESCO QQQ TR

$15.2M
QQQ

INVESCO QQQ TR

$14.9M
SCHW-PJ

SCHWAB STRATEGIC TR

$14.3M
ETHA

ISHARES TR

$14M
ETHA

ISHARES TR

$13.7M
ETHA

ISHARES TR

$13.3M